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9078 Union Centre Blvd Suite 202, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-09 |
| OH | RA | APPROVED | 2026-07-31 |
Branch Locations
9078 Union Centre Blvd Suite 202, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | West Chester | OH | 11/2015 | 08/2019 |
| Scheeler Financial Group | West Chester | OH | 10/2012 | Present |
| Lpl Financial, Llc | West Chester | OH | 08/2020 | 03/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2025 | 07/2026 |
| Scheeler Financial Group | West Chester | OH | 07/2026 | Present |
Ms. Scheeler holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. Scheeler provides. This activity is conducted at the address Ms. Scheeler is registered at, but is not related to her investment services practice. Ms. Scheeler devotes about a minimal amount of time to this activity. Ms. Scheeler may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. Scheeler to purchase insurance products on a commission basis, but any such purchases are separate and apart from Scheeler Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
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