Dean Schuler, financial advisor Columbus OH
79 score

Dean Schuler

CRD Number: 5506232
Current Firm: Mml Investors Services, LLC
Compensation Model: Fee Only

Dean Schuler (CRD# 5506232) is an Investment Advisor Representative working at PDS Planning, Inc. in Columbus, OH and has over 8 years of experience in the finance industry.  Dean Schuler has taken additional exams to become aCertified Financial Planner (CFP®).  CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Pds Planning, Inc. Columbus, OH Feb 2015 - Current 1
Mass Mutual Maumee, OH Jan 2014 - Feb 2015 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2008 - Dec 2013 5
Northwestern Mutual Investment Services, LLC Defiance, OH Mar 2008 - Dec 2013 5
Pike Delta York High School Delta, OH Nov 2008 - Mar 2013 4
Sherwin-williams Toledo, OH May 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination May 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Dean A. Schuler
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
79
Verified Page
Data verified by both the advisor and the public regulatory data.

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