Thomas W. Schulte
NAPIER FINANCIAL
Santa Clarita, CA 91355
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CRD#: 6357966
Professional summary
Thomas William Schulte, CFP® is a registered financial advisor currently at NAPIER FINANCIAL located in Santa Clarita, California.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Thomas has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 7/1/2022 - GenWel Capital LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Firm established for investing in private real estate transactions - Partial owner - 10 hrs/month 2) 7/1/2022 - GenWel Capital 2 LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Firm established for investing in private real estate transactions - Partial owner - 10 hrs/month 3) 4/1/2016 - Napier Financial - Investment Related - Director of Financial Planning - DBA Name for Advisory business under U.S. Financial Advisors Napier Alternatives, LLC. Napier Alternatives, LLC serves as managing member of GenWel Capital, LLC and GenWel Capital 2, LLC. Investment Related. 25% of time monthly GenWel Capital, LLC and GenWel Capital 2, LLC. Investment related. Investment managers of real estate-related investment funds exempt from registration under the Investment Company Act. These include pooled investment funds and private placements, together with any related feeder funds and parallel funds. 25% of time spent monthly.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas William Schulte's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
July 21, 2025 - Present
NAPIER FINANCIAL
Office #1: 27201 Tourney Rd Suite 201p, Santa Clarita, CA 91355RIA
CRD#: 336725
Santa Clarita, CA
Past
May 28, 2019 - July 25, 2025
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
BRAINTREE, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/26/2025)
Exams
Current Firm
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Mailing Address
Phone number
(781) 884-2300
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 834 |
| AUM (Assets Under Management) | $ 517,704,154 |
Red Flags
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Company Information
NAPIER FINANCIAL
CRD#: 336725Santa Clarita, CA 91355TRUST BUT VERIFY
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