James Henry Schooler

Current Employers

Employment History

• 03/2007 → 01/2024
  Woodbury Financial Services
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  North Richland Hills, TX

Previous Registrations

• 2007-03-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  North Richland Hills, TX
• 2003-08-06 → 2007-04-19
  Advanced Planning, Inc.
  Grapevine, TX
• 2006-01-03 → 2007-03-12
  Lpl Financial Llc
  Grapevine, TX
  Grapevine, TX

Other Businesses

1) JAMES H. SCHOOLER; NONINV REL; 9121 BELSHIRE, STE100, NORTH RICHLAND HILLS, TX 76182; SALES OF FIXED ANNUITIES AND FIXED LIFE INSURANCE; AGENT; SINCE 05/2007; 5HRS/MO; 5HRS/MO DURING TRADING HRS; RESEARCHING PRODUCTS TO MEET CLIENT NEEDS. 2) JAMES H. SCHOOLER POSITION: Owner NATURE: Purchased the building where I office. Half of the building is being leased and I am receiving the rental income from it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017; ADDRESS: 9121 Belshire Drive, Suite 100, North Richland Hills TX 76182, United States; DESCRIPTION: Collect lease payments from tenant and check building for maintenance issues. 3) SCHOOLER FINANCIAL POSITION: Owner NATURE: LLC for insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/16/2017 ADDRESS: 9121 Belshire Drive, Suite 100, North Richland Hills TX 76182, United States DESCRIPTION: Occasional insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-24

Designations

Other Names

• Jim Schooler