Brian D. Flanagan

SCHULER WEALTH PLANNING

COLUMBUS, OH 43240

CRD#: 4107929

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Professional summary

Brian Davern Flanagan, who also goes by Brian D Flanagan, Brian D. Flanagan, is a registered financial advisor currently at SCHULER WEALTH PLANNING LLC located in Columbus, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian D Flanagan | Brian D. Flanagan

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Davern Flanagan'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®

None

Experience

Current

June 22, 2026 - Present

SCHULER WEALTH PLANNING LLC

Office #1: 1900 Polaris Parkway Suite 450, Columbus, OH 43240

RIA

CRD#: 318249

COLUMBUS, OH

Past

December 17, 2019 - February 7, 2025

VISION 4 FUND DISTRIBUTORS

CRD#: 298105

SCOTTSDALE, AZ

Past

January 5, 2016 - July 31, 2018

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

October 1, 2015 - January 12, 2016

TRIAD ADVISORS LLC

CRD#: 25803

DUBLIN, OH

Past

March 7, 2013 - October 9, 2013

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

January 24, 2011 - January 3, 2013

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

May 3, 2005 - October 1, 2010

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

May 3, 2005 - October 1, 2010

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

November 22, 2002 - March 22, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

March 18, 2002 - June 28, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 18, 2002 - June 28, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Ohio
(6/22/2026)

IAR

Texas
(6/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/28/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2002

General Securities Representative Examination

Current Firm

SCHULER WEALTH PLANNING LLC

CRD#: 318249 / SEC#:

Ohio

Registered Investment Advisory firm - (4/22/2022 Approved)

Texas

Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)

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Contact information

Main Address

1900 Polaris Parkway Suite 450, Columbus, OH 43240

Mailing Address

Phone number

(614) 454-1768

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 43,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian D. Flanagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Davern Flanagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISION 4 FUND DISTRIBUTORS

FORESIDE FUND SERVICES, LLC

TRIAD ADVISORS LLC

NEWPORT GROUP SECURITIES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

WADDELL & REED

IVY DISTRIBUTORS, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2026

Series 63

Date: 5/18/2010

SIE

Date: 7/31/2018

Series 7

Date: 3/16/2002

Current Firm

SCHULER WEALTH PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SCHULER WEALTH PLANNING LLC

TRUST BUT VERIFY

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