Tatum
Schuler

Charles Schwab & Co., Inc

CRD#4572802
Investment Advisor
in Kansas City, MO
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About this Advisor

Tatum Schuler is a certified financial planner located in Kansas City, Missouri. Currently an investment advisor at Charles Schwab & Co., Inc, they have accumulated 12 years of professional experience. Schuler holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Schuler is registered to serve investors in Kansas and Missouri. During their career, Schuler has held roles at Charles Schwab Bank, American Century Investments Services Inc and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc is headquartered in Kansas City, Missouri, and has 370 offices in the nation. Overall, Charles Schwab & Co., Inc employs more than 14,879 people. None of the advisor firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc can provide financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

700 West 47Th St Suite #110
Kansas City, MO 64112-1805

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

MO Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Tatum Schuler Work History

Tatum has 12 years of experience.

2011 - Present (8 years)

Charles Schwab Bank

2011 - Present (8 years)

Charles Schwab & Co., Inc

2006 - 2011 (5 years)

American Century Investments Services Inc

Disclosures

Tatum Schuler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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