Chief Compliance Officer · Blake Schutter Theil Wealth Advisors, LLC
Tori L. Haskell
CRD 7118091 · Named on Form ADV at one SEC-registered adviser
At a glance
Blake Schutter Theil Wealth Advisors, LLC, an SEC-registered wealth manager based in Dayton, OH with $459 million in regulatory assets, lists Tori L. Haskell on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Blake Schutter Theil Wealth Advisors, LLCChief Compliance OfficerWealth manager · Dayton, OH · $459M in regulatory assets
AtlasMembers
Tori’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.