Shawn Schuyler, financial advisor Cedar Rapids IA

Shawn Schuyler

CRD Number: 3124549
Current Firm: Bfc Planning, Inc.

Shawn Schuyler (CRD# 3124549) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Beckley, WV Jan 2023 - Current 1
Berthel, Fisher & Company Financial Services, Inc. Beckley, WV Jan 2023 - Current 1
West Virginia Financial Solutions, LLC Beckley, WV May 2019 - Current 4
Shawn Kristian Schuyler Beckley, WV Apr 2012 - Current 11
United Planners Financial, LLC Scottsdale, AZ Jul 2018 - Dec 2022 4
Waddell & Reed, Inc. Beaver, WV Aug 2015 - Jul 2018 2
Safe Money Solutions, LLC Beaver, WV Mar 2014 - Aug 2015 1
West Virginia Financial Solutions, LLC Beaver, WV Aug 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shawn K. Schuyler
Phone Number: 319-447-5700
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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