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Scott D. Schwalich
BLAKE SCHUTTER THEIL WEALTH ADVISORS
Dayton, OH 45459
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CRD#: 7329766
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Professional summary
Scott David Schwalich, CFP® is a registered financial advisor currently at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC located in Dayton, Ohio.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 2 firms .
Question & Answer
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.
Owner/CEO of Fee Only Medicare, LLC, 7232 Mountain Trail Dayton, OH, 45459. Non-investment related business, consulting with individuals for a fee on the timing of their Medicare enrollment and initial Medicare plan selection. The LLC remains active, the business is currently inactive. No hours are dedicated to this position monthly or during trading hours. Insurance licensed to sell life and health fixed products. Head Coach for Flag Football Fanatics. Started in Apr 2023. No hours are spent during trading hours and only 12 hours total per month. No Compensation is received. Located at 4092 Anson Dr, Hilliard, OH 43026
CRS (Client Relationship Summary) - RIA
Click below to view Scott David Schwalich'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®
Start date: 2020
Experience
Current
September 12, 2022 - Present
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Office #1: 7777 Washington Village Dr. Suite 120, Dayton, OH 45459RIA
CRD#: 292661
Dayton, OH
Past
January 25, 2021 - September 1, 2022
ANDERSON FINANCIAL STRATEGIES, LLC
RIA
CRD#: 290343
DAYTON, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
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BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 Terminated)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
Florida(8/7/2023)
IAR
Ohio(9/12/2022)
Exams
Current Firm
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BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7777 Washington Village Dr. Suite 120, Dayton, OH 45459
Mailing Address
P.o. Box 744, Dayton, OH 45401-0744
Phone number
(937) 956-7875
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 463,314,011 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 10/22/2024 | ||
| 01/22/2024 | ||
| 07/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD#: 292661Dayton, OH 45459TRUST BUT VERIFY
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