Kurt Schuler has been Managing Member of Old Mission Investment since May 2006, is a control person of the firm and directly owns between 25% and 50% of it. Kurt Schuler holds a Bachelor of Arts in economics from Denison University.
Old Mission Investment Company, LLC is a Traverse City, MI firm with $929M under management, 1,055 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Kurt Schuler is Chief Information Officer and Principal of Old Mission Investment Company and co-founder of the firm and Old Mission Trust Company. He is responsible for information technology and client reporting, and for client relationship management and asset allocation decisions for client portfolios. He joined Prudential Securities in 1992 as a Financial Advisor and was later First Vice President of Investments at Wachovia Securities in Traverse City.
Kurt Schuler’s longest registration is the current one, 16 years at Old Mission Investment since 2010. Before joining Old Mission Investment in 2010, Kurt Schuler was registered through Wachovia Securities, LLC and Prudential Securities Incorporated.
- – present · 16 yearsTraverse City, MI · Adviser representative · Firm CRD 140381
- Wachovia Securities, LLC– · 2 yearsTraverse City, MI · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · 2 yearsTraverse City, MI · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
Kurt Schuler is registered as an investment adviser representative in Michigan, since July 2010.
- MichiganSince 21 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1992 |
| Series 7 | General Securities Representative Examination | 11 August 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kurt Austin Schuler
- CRD
- 2253788
- Firm
- Old Mission Investment · CRD 140381
- Role
- Managing Member
- Office
- 880 MUNSON AVENUE, SUITE B, Traverse City, MI 49686
- Registration
- Investment adviser registration
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omico.net
Where does Kurt Schuler work?
Kurt Schuler has been Managing Member of Old Mission Investment Company, LLC since May 2006, and is a control person of the firm.
Is Kurt Schuler a financial advisor?
Yes. Kurt Schuler has a current investment-adviser registration in Michigan, through Old Mission Investment since July 2010.
How many years of experience does Kurt Schuler have?
Kurt Schuler has 34 years in the financial industry, since August 1992, across 3 adviser firms.
What exams has Kurt Schuler passed?
Kurt Schuler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1992. FINRA credited Kurt Schuler with the SIE, which began in October 2018.
Where did Kurt Schuler work before Old Mission Investment?
Before Old Mission Investment, Kurt Schuler was registered through Wachovia Securities, LLC, July 2003 to May 2006; Prudential Securities Incorporated, January 2001 to July 2003.
Where is Kurt Schuler based?
Kurt Schuler’s registered office is in Traverse City, MI.
Is Kurt Schuler registered with FINRA?
No. Kurt Schuler has no current broker registration.
How can I verify Kurt Schuler’s record?
Search CRD 2253788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Schuler’s full registration record.
