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ES

Ellen M. Scheeler

SCHEELER FINANCIAL GROUP
WEST CHESTER, OH 45069
Some features on this profile are disabled
CRD#: 5400192
ES
Ellen Michelle ScheelerSCHEELER FINANCIAL GROUP

Professional summary

Ellen Michelle Scheeler, who also goes by Ellen M Myers, Ellen M Scheeler, Ellen Michelle Scheeler, Ellen Scheeler, Ellie Scheeler, is a registered financial advisor currently at SCHEELER FINANCIAL GROUP located in West Chester, Ohio.

Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ellen has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Ellen M Myers | Ellen M Scheeler | Ellen Michelle Scheeler | Ellen Scheeler | Ellie 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.
Ms. Scheeler holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. Scheeler provides. This activity is conducted at the address Ms. Scheeler is registered at, but is not related to her investment services practice. Ms. Scheeler devotes about a minimal amount of time to this activity. Ms. Scheeler may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. 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 Ellen Michelle 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®
None

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

December 10, 2025 - August 3, 2026

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
West Chester, OH

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/9/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2020
Securities Industry Essentials Examination

Current Firm

SF
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)
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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
2

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)
0

Red Flags

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

Company Information

SCHEELER FINANCIAL GROUP

CRD#: 342671West Chester, OH 45069

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