Richard Anthony Schiendler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/1982 → Present
  Schiendler Insurance Services, Inc.
  San Francisco, CA
• 01/1983 → 08/2023
  Minnesota Life Insurance Co.
  St. Paul, MN
• 04/1995 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 01/1983 → Present
  Tax & Financial Group
  Newport Beach, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Newport Beach, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-02-21 → 2023-08-10
  Securian Financial Services, Inc.
  Newport Bch, CA
  Newport Beach, CA
  St. Paul, MN

Other Businesses

TFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1970 ADDRESS: , Newport Beach CA , United States DESCRIPTION: Agent/Broker

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-03

Designations

• Chartered Financial Consultant

Other Names

• Dick Schiendler
• Richard Anthony Chiendler