Trent Alan Schuler

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/1998 → Present
  Schuler Financial Group Llc
  Springfield, OH
• 01/2001 → Present
  New Millenium Management Llc
  Springfield, OH
• 01/2001 → Present
  Gemini Partners Management Llc
  Springfield, OH
• 01/2001 → Present
  Galaxy Management Llc
  Springfield, OH
• 08/2005 → Present
  Schuler'S Bakery, Inc
  Springfield, OH
• 08/2011 → 11/2017
  National Planning Corporation
  Santa Monica, CA
• 11/2017 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2011-08-31 → 2017-11-10
  National Planning Corporation
  Los Angeles, CA
  Springfield, OH
• 2005-09-08 → 2011-09-01
  Gwn Securities Inc.
  Springfield, OH
  Springfield, OH
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2002-09-23 → 2005-08-18
  Voya Financial Advisors, Inc.
  Springfield, OH

Other Businesses

SCHULER'S BAKERY, INC.; NON-INVESTMENT RELATED; 1911 SOUTH LIMESTONE STREET SPRINGFIELD OH 45505, CEO/OWNER, 8/1/2011, 8 HOURS TOTAL, 0 DURING TRADING HOURS, MAKING EXECUTIVE MANAGEMENT, PLANNING, AND FINANCIAL DECISIONS FOR THE BAKERY.-- NEW MILLENIUM MGMT LLC; NON-INVESTMENT RELATED; 3380 MIDDLE URBANA RD., SPRINGFIELD, OH, 45502; OPERATING MANAGER- MAKING MANAGEMENT & FINANCIAL DECISIONS; 2 HOURS/MONTH DURING NON-TRADING HOURS.-- GEMINI PARTNERS MGMT LLC; NON-INVESTMENT RELATED; 3380 MIDDLE URBANA ROAD, SPRINGFIELD, OH, 45502; OPERATING MANAGER-ACTING AS A GENERAL PARTNER FOR A LIMITED PARTNERSHIP THAT LEASES REAL ESTATE TO SCHULER FINANCIAL GROUP; 1 HOUR/MONTH DURING NON TRADING HOURS.-- GALAXY MGMT LLC; NON-INVESTMENT RELATED; 3380 MIDDLE URBANA ROAD, SPRINGFIELD, OH, 45502; OPERATING MANAGER-ACTING AS A GENERAL PARTNER FOR A LIMITED PARTNERSHIP THAT LEASES OFFICE EQUIPMENT TO SCHULER FINANCIAL GROUP; 1 HOUR/PER MONTH DURING NON-TRADING HOURS.-- SCHULER FINANCIAL GROUP LLC; INVESTMENT RELATED; 3380 MIDDLE URBANA ROAD, SPRINGFIELD, OH, 45502; PROVIDES INSURANCE TO FINANCIAL PLANNING CLIENTS; 20 HOURS/MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-15

Designations

• Certified Financial Planner