Derrick R. Schuler

SCHULER WEALTH PLANNING LLC

COLUMBUS, OH 43240

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CRD#: 4369441

Professional summary

Derrick Richard Schuler, CFP® is a registered financial advisor currently at SCHULER WEALTH PLANNING LLC located in Columbus, Ohio.

Derrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Derrick has worked at 7 firms and has passed the Series 65, Series 66, Series 31 and Series 7 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 Office of the Comptroller of the Currency; Yes; Columbus, OH; Bank Regulation; National Bank Examiner; 06/2013; 0/ HRS MO; 0/ HR MO;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrick Richard Schuler'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®

CFP^®

Certified Financial Planner

Experience

Current

April 17, 2025 - Present

SCHULER WEALTH PLANNING LLC

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

RIA

CRD#: 318249

COLUMBUS, OH

Past

September 6, 2011 - April 30, 2013

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

April 20, 2011 - April 30, 2013

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

May 2, 2009 - March 15, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LAND O LAKES, FL

Past

June 18, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

TAMPA, FL

Past

April 29, 2005 - June 23, 2006

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

August 14, 2002 - May 9, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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
(4/18/2025)

IAR

Texas
(4/17/2025)

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: 7/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/28/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/13/2002

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	269
AUM (Assets Under Management)	$ 23,113,497

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

Derrick R. Schuler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrick Richard Schuler's CRS (Customer Relationship Summary).

Certified licenses

Experience

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

GUNNALLEN FINANCIAL, INC

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2011

Series 66

Date: 9/10/2002

Series 31

Date: 10/28/2002

Series 7

Date: 8/13/2002

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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