wiseradvisor


Rick Scheeler, AEP®, MSFS, CFP®, CLTC®, CLU®, ChFC®, RICP®, ChSNC®, CAP®, CASL®
Scheeler Financial Group

Tel: 513-883-6100
9078 Union Centre Blvd, Suite 202
West Chester, OH 45069
Scheeler Financial Group | Financial Advisor in West Chester ,OH

About Rick Scheeler

My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally.

Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.


About Scheeler Financial Group

We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!

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General Information

Firm Start Year:   2019
No. of Employees:   5-9
States Licensed in:   AR, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NY, NC, OH, SC, TN, TX, VA, WV, WI
Number of Years with Current Firm:   3
Work Experience:   In my 17 years of tenure at Northwestern Mutual I worked my way from Associate Advisor through Home Office Underwriter, Client Relations Center Director, to become a fee-based planning Advisor and Wealth Management Advisor, earning 9 designations starting with Certified Financial Planner® (CFP®) and Chartered Life Underwriter® (CLU®) in 2007, followed by Chartered Financial Consultant® (ChFC®), Certification in Long Term Care® (CLTC®), Chartered Advisor for Senior Living® (CASL®), Retirement Income Certified Professional® (RICP®), Chartered Special Needs Consultant® (ChSNC®), Accredited Estate Planner® (AEP®), and Chartered Advisor in Philanthropy® (CAP®). Most recently I completed a Masters of Science in Financial Services® (MSFS®) in 2020. In my 7th year at NM I qualified as a Top 3% Advisor or "Forum" and maintained that status for 5 consecutive years. I'm a member of the Financial Planning Association (FPA), Certified Financial Planner Board of Standards (CFP), National Association of Insurance and Financial Advisors (NAIFA), and Million Dollar Round Table - Top of the Table (MDRT) as well as a number of local organizations like Cincinnati Estate Planning Council (CEPC) and Financial Planners Association of Southwestern Ohio.
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Services

Investment Types:   Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds
Can meet clients in the following ways:   Our Office, Phone, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM

Awards & Recognitions

Awards & Recognitions LPL Director's Club for Outstanding Service
(12/01/2021)

We are humbled and honored to have been named to the LPL Director's Club with an award for Outstanding Service to Clients in 2021. While it's always nice to be recognized, our business is intentionally built upon a set of values we live by every day, with EXCEPTIONAL SERVICE at the top of the list.

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