Blair Bruce Schadler

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 05/2011 → Present
  Strategic Marketing Partners
  St. Joseph, MI
• 04/2014 → 08/2020
  Horter Investment Management, Llc
  Cincinnati, OH
• 05/2011 → Present
  Schadler Financial
  St. Joseph, MI
• 07/2020 → Present
  Peace Of Mind Planning Llc
  Saint Joseph, MI
• 12/2021 → Present
  Peace Of Mind Wealth Management
  Brighton, MI

Previous Registrations

• 2021-12-01 → 2023-06-29
  Peace Of Mind Wealth Management
  St. Joseph, MI
  Brighton, MI
• 2014-04-11 → 2020-08-27
  Horter Investment Management, Llc
  St. Joseph, MI
  Cincinnati, OH
  St. Joseph, MI

Other Businesses

The Name of the other business: Strategic Marketing Partners Investment Related?: No Address of other business: St. Joseph, MI Nature of other business: Recruitment Your position: Representative Start Date: 05/2011 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 140 Briefly describe your duties: WORKING WITH FINANCIAL ADVISORS, HELPING THEM MARKET THEMSELVES BETTER, SUPPLYING THEM WITH TOOLS RESOURCES AND ENCOURAGING THEM TO WORK WITH OUR STRATEGIC PARTNERS The Name of the other business: Schadler Financial Investment Related?: Yes Address of other business: St. Joseph, MI Nature of other business: Insurance and annuity sales Your position: Owner Start Date: 05/2011 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Insurance and annuity sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-16
• S63 Uniform Securities Agent State Law Examination
  1994-09-17