Frederick L. Scheeler

SCHEELER FINANCIAL GROUP

WEST CHESTER, OH 45069

Some features on this profile are disabled

CRD#: 4611216

Professional summary

Frederick Lawrence Scheeler, CFP®, ChFC®, CLU®, who also goes by Frederick L Scheeler, Rick L Scheeler, Rick Scheeler, is a registered financial advisor currently at SCHEELER FINANCIAL GROUP located in West Chester, Ohio.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Frederick has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Frederick L Scheeler | Rick L Scheeler | Rick Scheeler

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.

Mr. Scheeler holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Scheeler provides. This activity is conducted at the address Mr. Scheeler is registered at, but is not related to his investment services practice. Mr. Scheeler devotes about a minimal amount of time to this activity. Mr. Scheeler may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Scheeler to purchase insurance products on a commission basis, but any such purchases are separate and apart from Scheeler Financial Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Lawrence Scheeler's CRS (Customer Relationship Summary).

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

Start date: 2007

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

July 31, 2026 - Present

SCHEELER FINANCIAL GROUP

Office #1: 9078 Union Centre Blvd Suite 202, West Chester, OH 45069

RIA

CRD#: 342671

WEST CHESTER, OH

Past

August 7, 2019 - August 3, 2026

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

West Chester, OH

Past

August 7, 2019 - March 21, 2025

LPL FINANCIAL LLC

CRD#: 6413

WEST CHESTER, OH

Past

March 6, 2007 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

WEST CHESTER, OH

Past

February 10, 2006 - August 27, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WEST CHESTER, OH

Past

June 16, 2004 - September 8, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

August 20, 2003 - June 2, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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
(7/31/2026)

IAR

Texas
(8/9/2026)

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 66

Date: 2/16/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/28/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCHEELER FINANCIAL GROUP

SCHEELER FINANCIAL GROUP | SCHEELER FINANCIAL LLC

CRD#: 342671 / SEC#: 801-136591

RIA

Registered Investment Advisory firm - (6/26/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9078 Union Centre Blvd Suite 202, West Chester, OH 45069

Mailing Address

Phone number

(513) 939-5164

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- SCHEELER FINANCIAL GROUP (7/31/2026)

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.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

WEST CHESTER, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Frederick L. Scheeler

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Lawrence Scheeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2007

Series 63

Date: 8/28/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2003

Series 6

Date: 8/19/2003

Current Firm

SCHEELER FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHEELER FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors