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Tori Haskell

Chief Compliance Officer at Blake Schutter Theil Wealth Advisors

Firm officerUpdated

Tori Haskell has been Chief Compliance Officer of Blake Schutter Theil Wealth Advisors, LLC, a Dayton, OH investment adviser managing $459M, since January 2026.

2026
In role since
$459M
Firm AUM
192
Firm clients
4
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Tori Haskell is a control person of Blake Schutter Theil Wealth Advisors and directly owns between 5% and 10% of it. Tori Haskell holds a Master of Accountancy from Wright State University. Tori Haskell studied BSB at Wright State University.

Blake Schutter Theil Wealth Advisors is an investment adviser based in Dayton, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $459 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Tori L. Haskell is Partner and Chief Compliance Officer of Blake Schutter Theil Wealth Advisors. As a Wealth Strategist she is involved in tax and estate, financial planning and analysis, and owner administration including capital account reconciliation and tax allocations. Before her current role she spent 15 years working alongside Ed Blake and Mark Schutter, providing owners of closely held real estate with tax strategy and ownership administration.

Credentials

Professional designations

Listed by Blake Schutter Theil Wealth Advisors

  • Certified Public Accountant (CPA)

Key facts

CRD
7118091
Role
Chief Compliance Officer
In role since
January 2026 · under a year
Control person
Yes
Direct ownership
5% to 10%
Firm headquarters
Dayton, OH
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Tori Haskell work?

Tori Haskell has been Chief Compliance Officer of Blake Schutter Theil Wealth Advisors, LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Tori Haskell’s record?

Tori Haskell’s role is listed on Blake Schutter Theil Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 292661.

Source: Form ADV, Schedule A, filed 30 March 2026

Sources

  1. IAPD individual lookup, CRD 7118091, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Blake Schutter Theil Wealth Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Blake Schutter Theil Wealth Advisors team page. Biography, education, credentials, awards.