TS
CFP
TS
CFP
Tatum Schuler
23 Years of Experience
Overland Park, KS
1 DisclosureBroker
Tatum Schuler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 23 years of industry experience. Tatum operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
7500 College Blvd, Suite 750, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2017Denied
Other Business Activities
Tatum works as a financial advisor for Rally Wealth and Benefits, dedicating full-time hours to wealth management. This activity is investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2011 - August 2024 · 13 yrs 2 mos
Charles Schwab & CO., INC.
June 2011 - August 2024 · 13 yrs 2 mos
American Century Brokerage, INC.Broker
June 2009 - May 2011 · 1 yr 11 mos
American Century Advisory Services, INC.
January 2007 - June 2011 · 4 yrs 5 mos
American Century Investment Services INC.Broker
March 2006 - June 2011 · 5 yrs 3 mos
Primevest Financial Services, INC.
February 2005 - January 2006 · 11 mos
Primevest Financial Services, INC.Broker
December 2003 - January 2006 · 2 yrs 1 mo
MML Investors Services, INC.Broker
August 2002 - December 2003 · 1 yr 4 mos
State Registrations10 states
ALCACOIAILKSMNMONDNE
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.