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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
7500 College Blvd, Suite 750, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 · 2 yrs 2 mos
Cetera Investment Advisers LLC
August 2024 - Present · 2 yrs 2 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.
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