TS
CFP
TS
CFP

Troy Roland Schuster

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$451K average
Assets Under Management
$477.1M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
Loading...

Location

740 NW Blue Parkway, Suite 301, Lee'S Summit, MO, 64086

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Troy is an independent insurance agent since 2002, dedicating a few hours per week. He is also involved in several LLCs, including Capital Tax and Consulting LLC, MRH Holding LLC, MSG Holdings LLC, and Ka-Tet Percussion, as well as being President of Capital Investment Management, taking nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2011 - Present · 14 yrs 9 mos
Capital Investment Management, INC
February 2003 - Present · 23 yrs
Previous Registrations
Ecusa, LLC
April 2012 - October 2012 · 6 mos
Cambridge Investment Research Advisors, INC.
May 2011 - October 2011 · 5 mos
Securities America, INC.Broker
November 2002 - May 2011 · 8 yrs 6 mos
Intersecurities, INC.
May 2001 - November 2002 · 1 yr 6 mos
Intersecurities, INC.Broker
March 2001 - November 2002 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2001 · 1 yr 11 mos
State Registrations18 states
ARAZCOFLHIILKSMONCNDNJOKORPASCTNTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Troy Roland Schuster - Financial Advisor | TrueAdvisor