Schyuler James Wilson
AIF®Professional Summary
Schyuler James Wilson, AIF® is a registered financial advisor currently at GENERATIONAL WEALTH, INC. located in Zeeland, Michigan and PRIVATE CLIENT SERVICES, LLC located in Zeeland, Michigan. Schyuler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Schyuler has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.
Contact Information
Main Address
244 East Main Avenue, Zeeland, MI 49464Phone Number
(616) 931-1270# of Employees
9SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,121AUM (Assets Under Management)
$394,770,403Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2026 | Cover Page | Report |
| 02/04/2026 | Cover Page | Report |
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.
State Registrations and Notice Filings
(8/2/2022)
(8/2/2022)
(8/2/2022)
(8/2/2022)
(5/29/2019)
(8/2/2022)
(4/14/2026)
(5/17/2016)
(8/2/2022)
(4/14/2026)
(8/2/2022)
(4/14/2026)
(4/14/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2010About the Series 6 examSRO Registrations
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Schyuler James Wilson's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
FALCON WEALTH PLANNING, LLC
TANDEM FINANCIAL, LLC
WELLS FARGO CLEARING SERVICES, LLC