Kurt Austin Schuler

Employer firm

Old Mission Investment Company, LLC CRD 140381

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTATION 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

• 05/2006 → Present
  Old Mission Investments
  Traverse City, MI
• 05/2006 → 12/2018
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-07-01 → 2006-05-30
  Wells Fargo Clearing Services, Llc
  Traverse City, MI
  Traverse City, MI
• 2001-01-17 → 2003-07-01
  Prudential Equity Group, Llc
  Traverse City, MI

Other Businesses

1)OLD MISSION INVESTMENT CO., LLC, PRINCIPAL. 880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI 49686. REGISTERED INVESTMENT ADVISORY, REPRESENTATIVE. 100 HOURS/MONTH, 90 DURING TRADING HOURS. 2) OLD MISSION TRUST CO; NOT INVESTMEMT RELATED; 880 AVE STE. B TRAVERSE CITY, MI 49686; TRUST SERVICES; CHIEF INFORMATION OFFICER; START DATE: 6/25/2012; APPROX 4 HRS/MO; ORGANIZE AND MAINTAIN SYSTEMS FOR CLIENT DATA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-05
• S63 Uniform Securities Agent State Law Examination
  1992-08-19