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Stephanie Schuller

26 Years of Experience
Fort Worth, TX
Broker

Stephanie Schuller is a registered investment advisor, based in Fort Worth, TX, with 26 years of industry experience.

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephanie is a partner in Farpointe Financial Services, LLC and a financial professional at Farpointe Wealth Advisors, both financial services businesses. She also serves as the president of the Coppell Track and Field Booster Club, and has no duties with Farpointe DBFS Holdings LLC.

Employment History
Current Registrations
First Command Brokerage Services, INC.
September 2025 - Present · 1 yr
First Command Advisory Services
September 2025 - Present · 1 yr
First Command Brokerage Services, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
April 2021 - August 2025 · 4 yrs 4 mos
Cetera Financial Specialists LLCBroker
April 2021 - August 2025 · 4 yrs 4 mos
Avantax Advisory Services
January 2000 - April 2021 · 21 yrs 3 mos
Avantax Investment Services, INC.Broker
May 1999 - April 2021 · 21 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stephanie Schuller - Financial Advisor | TrueAdvisor