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Frederick Lawrence Scheeler

Scheeler Financial Group

West Chester, OH

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Current Employers
Scheeler Financial Group

9078 Union Centre Blvd Suite 202, West Chester, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-09
OH RA APPROVED 2026-07-31
  • TX RA
    APPROVED
    Since 2026-08-09
  • OH RA
    APPROVED
    Since 2026-07-31

Branch Locations

9078 Union Centre Blvd Suite 202, West Chester, OH 45069 • 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
Northwestern Mutual Life Insurance Company Cincinnati OH 06/2006 07/2019
Northwestern Mutual Investment Services, Llc. West Chester OH 10/2009 07/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2014 07/2019
Lpl Financial Llc West Chester OH 07/2019 03/2025
Private Advisor Group, Llc Morristown NJ 08/2019 07/2026
Scheeler Financial Group West Chester OH 05/2016 Present
Previous Registrations
Other Businesses

Mr. Scheeler holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Scheeler provides. This activity is conducted at the address Mr. Scheeler is registered at, but is not related to his investment services practice. Mr. Scheeler devotes about a minimal amount of time to this activity. Mr. Scheeler may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Scheeler to purchase insurance products on a commission basis, but any such purchases are separate and apart from Scheeler Financial Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
S63 Uniform Securities Agent State Law Examination 2003-08-28
  • S66 Uniform Combined State Law Examination
    2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2003-08-28
Designations
Other Names
  • Rick Scheeler
  • Frederick Lawrence Scheeler
  • Frederick L Scheeler
  • Rick L Scheeler

View on SEC IAPD

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