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RIA / WealthAdvisorCertified Financial Planner12 years in industry

PAUL EDWARD SCHUDER

Advisor at CRYSTAL OAK WEALTH MANAGEMENT, LLC

ROGERS, AR

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Search this name across graphsid dfx:ria:1c9163c7-cf9c-dc0a-32bf-47d68d0b19fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 17, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRYSTAL OAK WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 27, 2018
First registration: May 17, 2019
Dual registered: no
Other names: Paul Edward Schuder
IAPD individual key: 6837651

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRYSTAL OAK WEALTH MANAGEMENT, LLC	State registered	Jan 12, 2026	n/a	yes	ROGERS, AR	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Dec 1, 2022	Nov 25, 2025	no	Dallas, TX\|CHICAGO, IL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 11, 2020	Nov 11, 2022	no	SAN ANTONIO, TX	Previous registration
S HARRIS FINANCIAL GROUP, LLC	Independent wealth	May 17, 2019	Nov 30, 2022	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHTOWER ADVISORS, LLC	CRYSTAL OAK WEALTH MANAGEMENT, LLC	Nov 25, 2025	Jan 12, 2026	48	Firm change	Ibd to state RIA
S HARRIS FINANCIAL GROUP, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 30, 2022	Sep 11, 2020	-810	Firm change after gap	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	HIGHTOWER ADVISORS, LLC	Nov 11, 2022	Dec 1, 2022	20	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CRYSTAL OAK WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2022 to Nov 25, 2025factForm ADV
→ S HARRIS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
May 17, 2019 to Nov 30, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 11, 2020 to Nov 11, 2022factForm ADV

Dated events

Occurred
Nov 25, 2025
Advisor changed firm
Paul Edward Schuder left Hightower Advisors, Llc for Crystal Oak Wealth Management, Llc (registered 2026-01-12)
Form ADVobserved 6 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Paul Edward Schuder left S Harris Financial Group, Llc for Raymond James Financial Services Advisors, Inc (registered 2020-09-11)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2022
Advisor changed firm
Paul Edward Schuder left Raymond James Financial Services Advisors, Inc for Hightower Advisors, Llc (registered 2022-12-01)
Form ADVobserved 6 days ago