Troy Schuster (CRD# 3222303) is an Investment Advisor Representative working at Capital Investment Management, Inc. in Lees Summit, MO and has over 24 years of experience in the finance industry. Troy Schuster 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2011 - Current | 12 |
| Troy Schuster - Percussionist | Lee's Summit, MO | Dec 2008 - Current | 15 |
| Capital Investment Management, Inc. | Lee's Summit, MO | Feb 2003 - Current | 21 |
| Troy Roland Schuster | Lee's Summit, MO | Nov 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- KS
- MO
- TX
-
Total Assets Under Management426MILLIONS
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Total Number of Accounts1,005ACCOUNTS
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Average Account Value$423,744
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, FL, KS, LA, MO, TX
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