Stephanie George Schuller
Investment adviser representative at First Command Advisory Services
27 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- First Command Advisory ServicesSep 2025 to now
- First Command Fin ServAug 2025 to now
- Farpointe Wealth Advisors ;Mar 2023 to now
- : Farpointe Financial Services, LLCNov 2022 to now
- Cetera Financial Specialists LLCApr 2021 to now
- Cetera Investment Advisers LLCApr 2021 to now
- Farpointe Wealth Partners, dba for Financial ServicesApr 2021 to Nov 2022
- Avantax Investment Services, Inc.Mar 1999 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 3206188
- Firm CRD
- 281958