Jeffrey Lee Schuler

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2005 → 01/2024
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.,
  Maple Grove, MN
• 05/2005 → 01/2024
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 01/2024 → Present
  Lpl Financial Llc
  Maple Grove, MN

Previous Registrations

• 2008-04-24 → 2024-02-05
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 2017-08-01 → 2024-02-01
  Osaic Wealth, Inc.
  Maple Grove, MN
  Maple Grove, MN

Other Businesses

1) 01/23/2024 - JEFFREY L SCHULER - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 01/23/2024 - SCHULER FINANCIAL ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1% Time spent. 3) 01/23/2024 - SCHULER,MATHESON,PIAS A ND ASSOCIATES. - Business Entity For Tax/Investment Purposes Only - MN 5536 - Non investment related - 1% Time spent - Start date: 06/01/2006. 4) 01/23/2024 - 111212 PARTNER - Business Entity For Tax/Investment Purposes Only - MN 55369 - Non investment related - 1% Time spent - Start date: 06/01/2006. 5) 01/23/2024 - PACK UP THE KIDS, LLC. - Business Entity For Tax/Investment Purposes Only - Real Estate investments - MN 55442 - Non investment related - 2 Hours per month - Start date: 02/06/2002.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-14

Designations

• Certified Financial Planner