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SCHEELER FINANCIAL GROUP

WEST CHESTER, OH · CRD 342671 · IAPD ↗ · scheelerfinancialgroup.com · 513-939-5164

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

46
August 2026 — SCHEELER FINANCIAL GROUP notice-filed in FL, KY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — SCHEELER FINANCIAL GROUP (WEST CHESTER, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.