Inactive

Kristina Brown Schuler

Allied Oak Wealth, LLC

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Current Employers

Allied Oak Wealth, Llc

Cornelius, NC • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2026-02-24
NC	RA	APPROVED	2026-02-24

LA RA
APPROVED

Since 2026-02-24
NC RA
APPROVED

Since 2026-02-24

Branch Locations

Cornelius, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edelman Financial Engines	Mandeville	LA	06/2014	03/2020
Hancock Whitney Investment Services, Inc.	New Olreans	LA	03/2020	03/2021
Paradiem, Llc	Davidson	NC	04/2021	12/2025
Allied Oak Wealth, Llc	Davidson	NC	01/2026	Present

06/2014 → 03/2020

Edelman Financial Engines

Mandeville, LA
03/2020 → 03/2021

Hancock Whitney Investment Services, Inc.

New Olreans, LA
04/2021 → 12/2025

Paradiem, Llc

Davidson, NC
01/2026 → Present

Allied Oak Wealth, Llc

Davidson, NC

Previous Registrations

2021-05-11 → 2025-12-31

Paradiem, Llc

Covington, LA

Davidson, NC

Covington, LA
2020-03-25 → 2021-04-08

Hancock Whitney Investment Services Inc.

New Orleans, LA
2018-08-10 → 2020-03-25

Edelman Financial Engines

Mandeville, LA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-10

S65 Uniform Investment Adviser Law Examination

2018-08-10

Other Names

Kristina Marie Brown
Kristina B Schuler

View on SEC IAPD

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