Best Investors Account Sign in
Inactive

Derrick Richard Schuler

Schuler Wealth Planning LLC

Powell, OH

CRD 4369441

Claim This Profile
Employer firm

Schuler Wealth Planning LLC CRD 318249

$56.0M regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Schuler Wealth Planning Llc

3819 Attucks Drive, Powell, OH 43065 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-18
TX RA APPROVED 2025-04-17
  • OH RA
    APPROVED
    Since 2025-04-18
  • TX RA
    APPROVED
    Since 2025-04-17

Branch Locations

3819 Attucks Drive, Powell, OH 43065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schuler Wealth Planning Llc Powell OH 04/2025 Present
The Office Of The Comptroller Of The Currency Columbus OH 06/2013 09/2025
  • 04/2025 → Present
    Schuler Wealth Planning Llc
    Powell, OH
  • 06/2013 → 09/2025
    The Office Of The Comptroller Of The Currency
    Columbus, OH
Previous Registrations
  • 2011-09-06 → 2013-04-30
    Usaa Financial Planning Services
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-11
S66 Uniform Combined State Law Examination 2002-09-10
  • S65 Uniform Investment Adviser Law Examination
    2011-07-11
  • S66 Uniform Combined State Law Examination
    2002-09-10
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Powell, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor