AS
Aaron W. Schuler
BEAM WEALTH ADVISORS
Midway, UT 84049
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CRD#: 5182258
AS
Professional summary
Aaron Wayne Schuler JR., who also goes by Aaron W Schuler Jr., Aaron Wayne Schuler, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Midway, Utah and PURSHE KAPLAN STERLING INVESTMENTS located in West Haven, Utah.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Aaron has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron W Schuler Jr. | Aaron Wayne Schuler
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.
1) BEAM WEALTH ADVISORS. Investment related. Located at 1471 Dewar Dr, Suite 140, Rock Springs WY 82901. Nature - RIA. Position - Financial Advisor. Start - 04/2019. 50 hours per month, all during trading hours. Duties - provide financial advice, sale of investments. 2) FIXED INSURANCE. Investment related. Located at 1471 Dewar Dr, Suite 140, Rock Springs WY 82901. Nature - Traditional/ Fixed Insurance. Position - Agent. Start - 04/2019. 10 hour per month during trading hours. Duties - Sales of Fixed/ Traditional insurance products to complement investments. 3) FIT DIVORCE LLC. Not investment related. Located at 195 25th St Suite 302, Ogden UT 84401. Nature - CERTIFIED DIVORCE FINANCIAL ANALYST. Position - Analyst. Start - 10/2019. 5 hour per month during trading hours. Duties - As a CDFA I assist attorneys, clients & mediators in understanding the complex financial implications of divorce settlements. 4) DAVIS FINANCIAL LLC. Investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - RIA. Position - contractor. Start - 08/2021. 40 hours per month, all during trading hours. Duties - service existing client's accounts, make phone calls, schedule meeting, host review meetings, review portfolios, make recommendations, and process paperwork. 5) Davis Schuler & Associates, LLC. Not investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - Tax preparations. Position - Tax Preparer. Start - 03/2021. 40 hours per month, all during trading hours. Duties - Preparing tax files on tax preparation software. 6) MOUNTAIN WEST WEALTH LLC. Investment related. Located at 1471 Dewar Dr, Suite 140, Rock Springs WY 82901. Nature - DBA name for BD branch. Position - Financial Advisor. Start - 04/2019. 20 hours per month, all during trading hours. Duties - service existing clients, hold review meetings, review portfolios, make recommendations and process paperwork. 7) JADAWS, LLC. Not investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - Marketing company for Davis Financial LLC. Position - General Partner. Start - 2021. 5 hours per month during trading hours. Duties - Marketing and other expense related items for Davis Financial LLC. 8) Mountain West Taxes, LLC. Not Investment Related. 695 E Main Street, Suite E5, Midway, UT 84049. Tax Advice and Preparation. General Partner. 2023. 20 Hrs/Mo; All During Trading Hours. Tax Advice and Preparation. 9) Schu Media. Non-Investment-Related. 755 W. 1250, S Heber City, UT 84032. Youtube channel. Content creator. 3/1/2025. 10 hrs/mo; 1 hr/mo during trading hours. Hosting a youtube channel. 10) Schu Rents, LLC. Not investment related. Located at 695 E Main St. #E5, MMidway, UT 84049. Nature - Condo Rental. Position - Owner. Start - 09/2025. 20 hours per month, 5 during trading hours. Duties - Rental condo management and ownership.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Wayne Schuler JR.'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
April 15, 2019 - Present
BEAM WEALTH ADVISORS, INC.
Office #1: 695 E. Main Street Suite E5, Midway, UT 84049Office #2: 4640 S 3500 W Suite 2, West Haven, UT 84401RIA
CRD#: 109867
Midway, UT
Current
April 1, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4640 South 3500 West Suite 2, West Haven, UT 84401Office #2: 695 E Main Street Suite E5, Midway, UT 84049BD
CRD#: 35747
West Haven, UT
Past
April 12, 2019 - April 1, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ROCK SPRINGS, WY
Past
April 19, 2017 - April 30, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ROCK SPRINGS, WY
Past
March 28, 2017 - April 30, 2019
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ROCK SPRINGS, WY
Past
October 26, 2012 - March 16, 2017
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
September 13, 2012 - March 16, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
August 21, 2006 - May 22, 2007
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
SALT LAKE CITY, UT
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".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/29/2025)
IAR
Louisiana(6/24/2019)
RR
Louisiana(4/1/2022)
IAR
Texas(3/4/2024)
IAR
Utah(6/13/2019)
RR
Utah(4/1/2022)
IAR
Wyoming(4/15/2019)
RR
Wyoming(4/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BEAM WEALTH ADVISORS, INC.
CRD#: 109867Midway, UT 84049TRUST BUT VERIFY
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