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Steve Schultheis, M.A.M.L.

Financial Advisor

Professional Approach and Experience:

Steve joined Lighthouse Financial in September 2021 as our Chief Operating Officer. He spent over 32 years with Walmart until retiring in August 2021. His Walmart background is very diverse as he worked in Store Operations, Merchandise Financial Planning, Replenishment, Training and Development, and Human Resources. With Steve's experience, he will help us continue our successful growth and strategic planning for the future. Steve strives to help others accumulate wealth towards retirement, so they can enjoy life.


Academic Achievements Include:

  • Bachelor of Arts in Business from the University of Florida

  • Master of Arts in Management and Leadership from Webster University

  • Arkansas Life and Health Insurance

  • Securities Industry Essentials

  • FINRA Series 7

  • FINRA Series 66


Life Outside of Business:

Steve has 5 children and 2 grandsons. They have lived in Bentonville for over 20 years. He enjoys spending time with his family and traveling to new places. He is an avid Florida Gator sports fan and likes to play golf. Steve appreciates the camaraderie with his friends and mentoring others.


Arkansas Insurance License #20135425

California Insurance License #4231264

Steve Schultheis, M.A.M.L.

All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

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