Drew William Schlotter
Investment adviser representative at Vanguard Advisers, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Tiny Seed WorkshopJul 2026 to now
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.May 2025 to now
- Vanguard Marketing CorporationMay 2025 to now
- Creighton UniversityAug 2024 to now
- Legacy Consulting GroupOct 2023 to Mar 2025
- Woodson Wealth ManagmentSep 2022 to Sep 2023
- Origin Investment AdvisorySep 2022 to Jan 2023
- On Point Financial Planning, PlllcFeb 2021 to Aug 2022
- Raymond James Financial Services Advisors, Inc.Aug 2020 to Jan 2021
- Parkway Wealth Management Support CompanyNov 2019 to Jan 2021
- Raymond James Financial Services, Inc.Nov 2019 to Jan 2021
- Mitchell Clark & CompanyDec 2018 to Oct 2019
- Efficient Wealth ManagementAug 2018 to Nov 2018
- Parkway Wealth Management GroupMay 2018 to Aug 2018
- Guaranty Bank & TrustFeb 2017 to Feb 2017
- Texas A&m UniversityJan 2017 to Dec 2018
- US NavyAug 2007 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6951882
- Firm CRD
- 106715