Blair Schadler, financial advisor Bellevue WA

Blair Schadler

CRD Number: 2537773
Current Firm: Advisor Share Wealth Management

Blair Schadler (CRD# 2537773) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Peace Of Mind Wealth Management Brighton, MI Dec 2021 - Current 2
Peace Of Mind Planning LLC Saint Joseph, MI Jul 2020 - Current 3
Schadler Financial St. Joseph, MI May 2011 - Current 13
Strategic Marketing Partners St. Joseph, MI May 2011 - Current 13
Horter Investment Management, LLC Cincinnati, OH Apr 2014 - Aug 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Blair B. Schadler
Phone Number: 866-232-3251
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $231,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, MI, MN, NE, NH, NV, OH, OK, TN, TX, UT, WA

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