James Schumaker (CRD# 6829407) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Layayette, IN and has over 5 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optivise Advisory Services, LLC | Dallas, TX | May 2019 - Current | 4 |
| Schumaker Financial, LLC | Lafayette, IN | Sep 2018 - Current | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2018 - Feb 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2018 - Feb 2019 | < 1 |
| Oneamerica Securities | Lafayette, IN | Aug 2017 - Feb 2019 | 1 |
| American United Life | Lafayette, IN | Jul 2017 - Feb 2019 | 1 |
| Indiana State University | Terre Haute, IN | Aug 2015 - Jul 2017 | 1 |
| Ivy Tech Community College | Lafayette, IN | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
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- IN
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Total Assets Under Management255MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$157,991
- A percentage of assets under your management
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