Kristina Schuler (CRD# 5735165) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 5 years of experience in the finance industry.
CRD# 6723377
Thrivent Investment Management Inc.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paradiem, LLC | Mandeville, LA | Apr 2021 - Current | 3 |
| Hancock Whitney Investment Services, Inc. | New Olreans, LA | Mar 2020 - Mar 2021 | 1 |
| Hancock Whitney Bank | New Orleans, LA | Mar 2020 - Mar 2021 | 1 |
| Financial Engines Advisors LLC | Mandeville, LA | Nov 2016 - Mar 2020 | 3 |
| Financial Engines Advisor Center, LLC | Mandeville, LA | Jun 2014 - Nov 2016 | 2 |
| Homemaker | Ponchatoula, LA | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- LA
-
Total Assets Under Management420MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$1,293,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IN, LA, NC, NH, NV, NY, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.