Dean A. Schuler

SCHULER WEALTH PLANNING LLC

COLUMBUS, OH 43240

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CRD#: 5506232

Professional summary

Dean Arthur Schuler, CFP® is a registered financial advisor currently at SCHULER WEALTH PLANNING LLC located in Columbus, Ohio.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Dean has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

Started in the financial services industry in 2008
2003 Graduate of Central Michigan University
Earned his CFP® Certification in 2015
Member FPA
Member NAPFA
Father of two boys, Preston and Noah
Wrestling Coach
Fan of the Chicago Bears, Chicago Cubs and Ohio State Football

Question & Answer

What are your service offerings?

Life Transitions

Investment Planning

Education Planning

Retirement Income Management

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

Business Owners

College/Education Planning

Entrepreneurs

Insurance Related Issues

Investment Advice with Ongoing...

Medical Professionals

Are you a "fiduciary"?

Yes

Aliases

None

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.

Shanahan Jr. High; No; Lewis Center, OH; Wrestling Coach; 10/2022; 30/MO; 0/ MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Arthur Schuler'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

April 23, 2022 - Present

SCHULER WEALTH PLANNING LLC

Office #1: 1900 Polaris Parkway Suite 450, Columbus, OH 43240

RIA

CRD#: 318249

COLUMBUS, OH

Past

February 23, 2015 - May 3, 2022

PDS PLANNING INC

RIA

CRD#: 106895

DUBLIN, OH

Past

February 24, 2014 - February 19, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MAUMEE, OH

Past

February 4, 2014 - February 19, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

MAUMEE, OH

Past

April 9, 2008 - January 2, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DEFIANCE, 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
(4/23/2022)

IAR

Texas
(6/23/2022)

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 65

Date: 5/4/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/19/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/8/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCHULER WEALTH PLANNING LLC

CRD#: 318249 / SEC#:

Ohio

Registered Investment Advisory firm - (4/22/2022 Approved)

Texas

Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)

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Contact information

Main Address

1900 Polaris Parkway Suite 450, Columbus, OH 43240

Mailing Address

Phone number

(614) 454-1768

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	269
AUM (Assets Under Management)	$ 23,113,497

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.

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Dean A. Schuler

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Arthur Schuler's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHULER WEALTH PLANNING LLC

PDS PLANNING INC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2015

Series 63

Date: 5/13/2008

SIE

Date: 2/19/2015

Series 6

Date: 4/8/2008

Current Firm

SCHULER WEALTH PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SCHULER WEALTH PLANNING LLC

TRUST BUT VERIFY

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