AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PAUL EDWARD SCHUDER

PAUL E. SCHUDER

CRYSTAL OAK WEALTH MANAGEMENT | Financial Planner
ROGERS, AR
Some features on this profile are disabled
CRD#: 6837651
PAUL EDWARD SCHUDER

Professional summary

PAUL EDWARD SCHUDER, CFP®, who also goes by Paul Edward Schuder, is a registered financial advisor currently at CRYSTAL OAK WEALTH MANAGEMENT, LLC located in Rogers, Arkansas.

PAUL is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. PAUL has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

Paul’s decision to become a financial planner stems from his passion to teach others. Prior to joining Frontier in 2022, he spent the first four years of his career in San Antonio, Texas working at a boutique comprehensive financial planning firm. Paul is a graduate of Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. While living in San Antonio he was a member of Toastmasters, an organization designed to improve it’s members public speaking abilities. Additionally, Paul was involved in the San Antonio A&M Club serving as the Coordinator for all Young Aggie events and the voice for Young Aggies to the Board of Directors. Paul is originally from Fort Worth and is excited to reestablish himself in the DFW community in 2023! Paul holds the Series 7 and 66 licenses as well as a general Life and Health insurance license. In 2016 Paul was awarded the A. Gene Nelson Leadership Award through the Financial Planning Program at Texas A&M. He is a proud Eagle Scout from Troop 97 in the Longhorn Council. When Paul is not in the office, he’s most likely outdoors playing sports, walking a nearby trail, or in front of a TV rooting for his favorite teams.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Comprehensive Financial Planni...
Small Business Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Paul Edward Schuder

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view PAUL EDWARD SCHUDER'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: 2020

Experience

Current

January 12, 2026 - Present

CRYSTAL OAK WEALTH MANAGEMENT, LLC

RIA
CRD#: 339554
ROGERS, AR
Past

December 1, 2022 - November 25, 2025

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Dallas, TX
Past

December 1, 2022 - November 25, 2025

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
CHICAGO, IL
Past

September 11, 2020 - November 11, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAN ANTONIO, TX
Past

May 17, 2019 - November 30, 2022

S HARRIS FINANCIAL GROUP, LLC

RIA
CRD#: 151899
SAN ANTONIO, TX
Past

November 27, 2018 - November 11, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SAN ANTONIO, TX

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
Arkansas
(1/12/2026)
IAR
Texas
(2/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2018
Securities Industry Essentials Examination

Current Firm

CO
CRYSTAL OAK WEALTH MANAGEMENT, LLC
CRYSTAL OAK WEALTH MANAGEMENT, LLC

CRD#: 339554 / SEC#:

Arkansas
Registered Investment Advisory firm - (1/12/2026 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Rogers, AR
Mailing Address
Phone number
(817) 896-4061
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

CRYSTAL OAK WEALTH MANAGEMENT, LLC

Financial PlannerCRD#: 339554Rogers, AR

TRUST BUT VERIFY

Monitor PAUL SCHUDER

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.