Best Investors Account Sign in
Inactive

Dean Arthur Schuler

Schuler Wealth Planning LLC

Powell, OH

CRD 5506232

Claim This Profile
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
TX RA APPROVED_RES 2022-06-23
OH RA APPROVED 2022-04-23
  • TX RA
    APPROVED_RES
    Since 2022-06-23
  • OH RA
    APPROVED
    Since 2022-04-23

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
Pds Planning, Inc. Columbus OH 02/2015 04/2022
Schuler Wealth Planning Llc Powell OH 04/2022 Present
Schuler Wealth Planning Llc Powell OH 01/2022 Present
Previous Registrations
Other Businesses

Shanahan Jr. High; No; Lewis Center, OH; Wrestling Coach; 10/2022; 30/MO; 0/ MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-04
S63 Uniform Securities Agent State Law Examination 2008-05-13
  • S65 Uniform Investment Adviser Law Examination
    2015-05-04
  • S63 Uniform Securities Agent State Law Examination
    2008-05-13

View on SEC IAPD

More in Powell, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor