Blair Schadler (CRD# 2537773) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 29 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Peace Of Mind Wealth Management | Brighton, MI | Dec 2021 - Current | 2 |
Peace Of Mind Planning LLC | Saint Joseph, MI | Jul 2020 - Current | 3 |
Schadler Financial | St. Joseph, MI | May 2011 - Current | 13 |
Strategic Marketing Partners | St. Joseph, MI | May 2011 - Current | 13 |
Horter Investment Management, LLC | Cincinnati, OH | Apr 2014 - Aug 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1994 |
S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- MI
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Total Assets Under Management48MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$231,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MI, MN, NE, NH, NV, OH, OK, PA, TN, TX, UT, WA
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