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Gavin Schumaker

7 Years of Experience
Mercer Island, WA
Broker

Gavin Schumaker is a registered investment advisor at Wells Fargo Advisors, based in Mercer Island, WA, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2731 77th Ave Se, Suite 205, Mercer Island, WA, 98040

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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

Gavin is involved with three outside business activities. He is a member of Schumaker-Bertsch, LLC, a DBA for LPL Business called Rainier Pacific Investment Services (full-time), and a 50% owner of Outdoor Trading Post LLC, dedicating a few hours per week to each of the LLCs.

Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLC
October 2020 - November 2023 · 3 yrs 1 mo
LPL Financial LLCBroker
October 2020 - November 2023 · 3 yrs 1 mo
Ek Riley Investments, LLC
August 2019 - November 2020 · 1 yr 3 mos
Ek Riley Investments, LLCBroker
February 2019 - November 2020 · 1 yr 9 mos
State Registrations15 states
AZCAFLGAIDMDMIMTNHNVORTXUTWAWI
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.
Gavin Schumaker - Financial Advisor | TrueAdvisor