Tatum SchulerCRD 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 15 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Charles Schwab & Company, Inc.||Kansas City, MO||Jun 2011 - Current||6|
|Charles Schwab Bank||Kansas City, MO||Jun 2011 - Current||6|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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