Managing Member · Old Mission Investment Company, LLC
Kurt A. Schuler
CRD 2253788 · Named on Form ADV at one SEC-registered adviser
At a glance
Old Mission Investment Company, LLC, an SEC-registered wealth manager based in Traverse City, MI with $929 million in regulatory assets, lists Kurt A. Schuler on its Form ADV as Managing Member, a control person.
Firms and roles
- Old Mission Investment Company, LLCManaging MemberWealth manager · Traverse City, MI · $929M in regulatory assets
AtlasMembers
Kurt’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey A. JohnsonManaging Member / Chief Compliance Officer, Old Mission Investment Company, LLC
- Christopher M. LambManaging Member, Old Mission Investment Company, LLC
- Carey A. TafelskyManaging Member, Old Mission Investment Company, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.