Francis Henry Schuler
Investment adviser representative at Dwd Portfolio Solutions, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$248.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Dwd Portfolio Solutions, Inc.Dec 2017 to now
- Primesolutions Advisors, LLCJul 2002 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dwd Portfolio Solutions, Inc.
$248.3MAssets managed
316Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1458851
- Firm CRD
- 121435