BS
Blair B. Schadler
ADVISOR SHARE WEALTH MANAGEMENT
VANCOUVER, WA 98684
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CRD#: 2537773
BS
Professional summary
Blair Bruce Schadler is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Vancouver, Washington.
Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Blair has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Name of the other business: Strategic Marketing Partners Investment Related?: No Address of other business: St. Joseph, MI Nature of other business: Recruitment Your position: Representative Start Date: 05/2011 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 140 Briefly describe your duties: WORKING WITH FINANCIAL ADVISORS, HELPING THEM MARKET THEMSELVES BETTER, SUPPLYING THEM WITH TOOLS RESOURCES AND ENCOURAGING THEM TO WORK WITH OUR STRATEGIC PARTNERS The Name of the other business: Schadler Financial Investment Related?: Yes Address of other business: St. Joseph, MI Nature of other business: Insurance and annuity sales Your position: Owner Start Date: 05/2011 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Insurance and annuity sales
CRS (Client Relationship Summary) - RIA
Click below to view Blair Bruce Schadler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 19, 2020 - Present
ADVISOR SHARE WEALTH MANAGEMENT, LLC
Office #1: 13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684RIA
CRD#: 307997
VANCOUVER, WA
Past
December 1, 2021 - June 29, 2023
PEACE OF MIND WEALTH MANAGEMENT
RIA
CRD#: 317455
St. Joseph, MI
Past
April 11, 2014 - August 27, 2020
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
St. Joseph, MI
Past
September 19, 1994 - April 25, 1997
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/19/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Mailing Address
Phone number
(866) 232-3251
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 185,181,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
