Ian Michael O'shea
Investment adviser representative at Scherer Financial Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$158.3MFirm 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 assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Scherer Financial Advisory Services, LLCApr 2024 to now
- Columbia Management Investement Distributors IncAug 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Scherer Financial Advisory Services, LLC
$158.3MAssets managed
178Clients
3Advisers
4 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
- 5799698
- Firm CRD
- 317435