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Ellen Michelle Scheeler

Scheeler Financial Group

West Chester, OH

CRD 5400192

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Employer firm

Scheeler Financial Group CRD 342671

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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 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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09
Other Names
  • Ellen M Myers
  • Ellen Scheeler
  • Ellie Scheeler
  • Ellen Michelle Scheeler
  • Ellen M Scheeler

View on SEC IAPD

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