Cheryl Ann Schuler

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tucson, AZ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Tucson, AZ

Other Businesses

MARY KAY; NOT INV. RELATED; TUCSON, AZ; INDEPENDENT BEAUTY CONSULTANT; SKIN CARE / COSMETICS; START DATE 1/1/05; APPROXIMATELY 20 HRS PER MONTH, EVENINGS AND WEEKENDS; 0 HRS DURING TRADING; DUTIES TEACH WOMEN PROPER SKIN CARE AND HOW TO APPLY MAKE UP, COSMETIC SALES. CHERYL SCHULER PHOTOGRAPHY, NOT INV RELATED, TUCSON, AZ, 100% OWNERSHIP, START 9/5/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, PHOTOGRAPHY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-31
• S63 Uniform Securities Agent State Law Examination
  1995-08-14

Other Names

• Cheryl A Schuler