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Ellen Michelle Scheeler

SCHEELER FINANCIAL GROUP
WEST CHESTER, OH
·CRD# 5400192·6 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ellen M Myers, Ellen M Scheeler, Ellen Michelle Scheeler, Ellen Scheeler, Ellie Scheeler

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

SCHEELER FINANCIAL GROUP·CRD# 342671
RIA
9078 Union Centre Blvd Suite 202, West Chester, OH 45069
July 31, 2026 - Present
PRIVATE ADVISOR GROUP, LLC·CRD# 155216
RIA
West Chester, OH
December 10, 2025 - August 3, 2026

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Current Firm

SF
SCHEELER FINANCIAL GROUP

SCHEELER FINANCIAL GROUP | SCHEELER FINANCIAL LLC

CRD#: 342671 / SEC#: 801-136591
RIA
Registered Investment Advisory firm - SEC (6/26/2026 120-Day Approval)

Contact Information

Main Address

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

Phone Number

(513) 939-5164

# of Employees

2

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US 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

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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.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2025About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ellen Michelle Scheeler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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