Tatum Schuler, financial advisor Kansas City MO
96 score

Tatum Schuler

CRD Number: 4572802
Current Firm: Charles Schwab & Company, Inc.

Tatum Schuler (CRD# 4572802) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Kansas City, MO and has over 14 years of experience in the finance industry. Tatum Schuler has taken additional exams to become a Certified 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Kansas City, MO Jun 2011 - Current 5
Charles Schwab Bank Kansas City, MO Jun 2011 - Current 5
American Century Investments Services Inc. Kansas City, MO Jan 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Tatum K. Schuler
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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