Timothy Richard Schuler

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 09/2018
  Scottrade, Inc.
  St. Louis, MO
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Greenwood, IN
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 09/2018 → 12/2022
  Td Ameritrade, Inc.
  St. Louis, MO
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2018-02-26 → 2023-08-22
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Southlake, TX
  Westlake, TX
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Greenwood, IN
  Indianapolis, IN
  Westlake, TX
  Westlake, TX
• 2017-02-13 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-02-13
• S63 Uniform Securities Agent State Law Examination
  1990-11-14

Other Names

• Tim Schuler
• Timothy Schuler