BS
BS

Blair Bruce Schadler

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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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 ActivitiesSells Insurance

Blair works with financial advisors at Strategic Marketing Partners, helping them with marketing and resources, dedicating nearly full-time hours. Blair also owns Schadler Financial, where he sells insurance and annuities, taking about half of his time.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Peace of Mind Wealth Management
December 2021 - June 2023 · 1 yr 6 mos
Horter Investment Management, LLC
April 2014 - August 2020 · 6 yrs 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.