Kristina B. Schuler
Professional summary
Kristina Brown Schuler, who also goes by Kristina Marie Brown, Kristina B Schuler, is a registered financial advisor currently at ALLIED OAK WEALTH, LLC located in Davidson, North Carolina.
Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kristina has worked at 6 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Brown Schuler's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2026 - Present
ALLIED OAK WEALTH, LLC
May 11, 2021 - December 31, 2025
PARADIEM, LLC
March 25, 2020 - April 8, 2021
HANCOCK WHITNEY INVESTMENT SERVICES INC.
August 10, 2018 - March 25, 2020
EDELMAN FINANCIAL ENGINES
October 18, 2010 - June 26, 2012
PRITCHARD CAPITAL PARTNERS, LLC
December 21, 2009 - October 19, 2010
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/24/2026)
(2/24/2026)
Exams
Current Firm
ALLIED OAK WEALTH, LLC
CRD#: 340406 / SEC#:
Contact information
Red Flags
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