Unclaimed Profile

Blair Bruce Schadler

PEACE OF MIND PLANNING LLC·VANCOUVER, Washington

Series 6, Series 63, Series 65Clean record12 years registeredPEACE OF MIND PLANNING LLC

13215 SE MILL PLAIN BLVD, VANCOUVER, WA 98684CRD# 2537773Firm CRD# 307997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blair Bruce Schadler · VANCOUVER, WA

Registration

CRD #2537773 · PEACE OF MIND PLANNING LLC · 12 years registered

Brand Profile

Not yet started

Career History

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Oct 2020 – present

PEACE OF MIND WEALTH MANAGEMENT

Dec 2021 – Jun 2023

St. Joseph, MI

HORTER INVESTMENT MANAGEMENT, LLC

Apr 2014 – Aug 2020

St. Joseph, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 11, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD 307997 · SEC 801-127122

AUM

$48M

Regulatory assets under management

Employees

207 client accounts

Services offered by ADVISOR SHARE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVISOR SHARE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Blair Bruce Schadler offer?

Blair Bruce Schadler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Blair Bruce Schadler's credentials?

Blair Bruce Schadler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blair Bruce Schadler located?

Blair Bruce Schadler is based in VANCOUVER, Washington, working with PEACE OF MIND PLANNING LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Blair Bruce Schadler charge for services?

Blair Bruce Schadler's firm is compensated through percentage of aum, hourly charges, subscription fees, other: investment platform fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEACE OF MIND PLANNING LLC?

PEACE OF MIND PLANNING LLC has approximately 24 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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