About this Advisor
Christopher Schuler is a financial advisor working out of Green Bay, Wisconsin, who has been in the financial industry for 10 years. Schuler is currently employed by Cwm, LLC. The advisor has gained experience at Hanson Financial Services, Keebler & Associates, Llp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cwm, LLC Dba Carson Group Partners, Cetera Advisor Networks, Brian Laviolette Foundation and Heritage Financial Partners, LLC. Schuler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Wisconsin. Cwm, LLC is an advisory firm operating in Green Bay, Wisconsin. The firm has offices in 123 locations and a total of 424 financial advisors. It administers $12 billion in assets under management among its 58,973 accounts, making it one of the largest firms in the nation by assets under management. Of its 58,973 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. Cwm, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on the type of services provided. Fees charged by Cwm, LLC can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Schuler Work History
Christopher has 10 years of experience.
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Heritage Financial Partners, LLC
Brian Laviolette Foundation
Hanson Financial Services
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Keebler & Associates, Llp
Christopher Schuler has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Grand Rapids, MI
Franklin Lakes, NJ
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.