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Brian Davern Flanagan

Schuler Wealth Planning LLC

Powell, OH

CRD 4107929

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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 2026-06-22
TX RA APPROVED 2026-06-22
  • OH RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-22

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
Triad Advisors, Inc. Norcross GA 10/2015 12/2016
Wisdomtree Asset Management Powell OH 12/2015 07/2018
Foreside Fund Services, Llc Powell OH 01/2016 07/2018
Vision 4 Fund Distributors, Llc Scottsdale AZ 12/2019 02/2025
Unemployed Powell OH 07/2018 12/2019
Schuler Wealth Planning Llc Powell OH 06/2026 Present
Unemployed Powell OH 02/2025 06/2026
  • 10/2015 → 12/2016
    Triad Advisors, Inc.
    Norcross, GA
  • 12/2015 → 07/2018
    Wisdomtree Asset Management
    Powell, OH
  • 01/2016 → 07/2018
    Foreside Fund Services, Llc
    Powell, OH
  • 12/2019 → 02/2025
    Vision 4 Fund Distributors, Llc
    Scottsdale, AZ
  • 07/2018 → 12/2019
    Unemployed
    Powell, OH
  • 06/2026 → Present
    Schuler Wealth Planning Llc
    Powell, OH
  • 02/2025 → 06/2026
    Unemployed
    Powell, OH
Other Businesses

1) WILDBERRY/RAR HOLDINGS, START DATE: 12/2015. NON-INVESTMENT RELATED, APARTMENT/HOUSE RENTALS, SILENT PARTNER, 1 HR/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-28
S63 Uniform Securities Agent State Law Examination 2010-05-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-28
  • S63 Uniform Securities Agent State Law Examination
    2010-05-18
Other Names
  • Brian D. Flanagan
  • Brian D Flanagan

View on SEC IAPD

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