Trent Alan Schuler
Investment adviser representative at Gwn Securities Inc.
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
28 years in the industry.
- Gwn Securities, Inc.Nov 2017 to now
- Schuler's Bakery, IncAug 2005 to now
- Galaxy Management LLCJan 2001 to now
- Gemini Partners Management LLCJan 2001 to now
- New Millenium Management LLCJan 2001 to now
- Schuler Financial Group LLCMay 1998 to now
- National Planning CorporationAug 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 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
- 2535041
- Firm CRD
- 128929