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Joshua Samuel Schlagel

Parkwoods Wealth Partners, LLC

Clayton, MO

New Castle, IN

CRD 8233190

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Employer firm

Parkwoods Wealth Partners, LLC CRD 331565

$1.79B regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-09
  • IN RA
    APPROVED
    Since 2026-03-09

Branch Locations

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

412 South Main Street, New Castle, IN 47362 • 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
Parkwoods Wealth Partners, Llc Clayton MO 02/2026 Present
Parkwoods Wealth Partners, Llc Clayton MO 08/2025 02/2026
Shore & Company, P.C. New Castle IN 05/2018 07/2025
Whitinger & Company Muncie IN 01/2018 04/2018
Thomas Edison State University Trenton NJ 08/2015 05/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

Nearby Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC

Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

More in Clayton, MO

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