Wilko Schutzendorf - LPL Financial Advisor

Wilko Schutzendorf - LPL Financial Advisor Becker Financial Group is a comprehensive Financial Planning Firm. No offers may be made or accepted from any resident of any other state.

Our philosophy is to provide our clients with both personal and professional service that is tailored to fit each individual client. Wilko Schutzendorf is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisorm Member FINRA/SIPC finra.org and sipc.org
Financial Planning offered through Becker Financial Group, a registered investment advisor and separate entity of LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. *The financial professionals associated with Becker Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
09/16/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

The beans brewed for your morning coffee may have changed hands many times.
09/09/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Generate income and rebuild principal. A powerful one-two punch.
09/02/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
08/26/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Before retiring early, take a look at the cold, hard facts.
08/19/2026

Before retiring early, take a look at the cold, hard facts.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/12/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

08/05/2026

An ILIT could play a role in your estate strategy.

Does your insurance cover you if you get into an accident with an uninsured driver?
07/29/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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1990 N. California Boulevard Suite 1050
Walnut Creek, CA
94596

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