Dean Schuler, financial advisor Lewis Center OH

Dean Schuler

CRD Number: 5506232
Current Firm: Schuler Wealth Planning LLC
Compensation Model: Fee Only

Dean Schuler (CRD# 5506232) is an Investment Advisor Representative 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.

Similar Advisors
Teresa Owsley, financial advisor Lewis Center OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Lewis Center OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Lewis Center OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Company Name Location Dates Years
Schuler Wealth Planning LLC Lewis Center, OH Apr 2022 - Current 1
Schuler Wealth Planning LLC Lewis Center, OH Jan 2022 - Current 2
Pds Planning, Inc. Columbus, OH Feb 2015 - Apr 2022 7
Mml Investors Services, LLC Maumee, OH Jan 2014 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Dean A. Schuler
Phone Number: 614-454-1768
Registered State(s):
  • OH
  • TX
Current Firm Details
Schuler Wealth Planning LLC
Firm's CRD Number: 318249
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $89,079
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Ready to hire a financial advisor? Get competitive proposals from Dean Schuler and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.