Tatum Koy Schuler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 08/2024
  Charles Schwab & Co., Inc.
  Kansas City, MO
• 06/2011 → 08/2024
  Charles Schwab Bank, Ssb
  Kansas City, MO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-06-14 → 2024-08-21
  Charles Schwab & Co., Inc.
  Kansas City, MO
  Leawood, KS
  Clayton, MO
  Leawood, KS
  Omaha, NE
• 2007-01-08 → 2011-06-08
  American Century Advisory Services, Inc.
  Kansas City, MO
• 2005-02-03 → 2006-01-10
  Cetera Investment Services Llc
  Overland Park, KS

Other Businesses

1. NAME OF OTHER BUSINESS: RALLY WEALTH AND BENEFITS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2005-01-19
• S63 Uniform Securities Agent State Law Examination
  2002-08-16

Designations

• Certified Financial Planner

Other Names

• Tatum K Schuler
• Tatum Schuler