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RIA / WealthAdvisorCertified Financial Planner29 years in industry

RICHARD ALLEN SCHUETTE

Advisor at AVALAN, LLC

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fb6d68a-cd82-bbfb-cc3e-153d7f6a649a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 17, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Richard Allen Schuette

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: AVALAN, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 25, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 25, 1997
First registration: Oct 17, 2005
Dual registered: no
Other names: RICH SCHUETTE|RICHARD SCHUETTE
IAPD individual key: 2907767

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
AVALAN, LLC	Independent wealth	Mar 17, 2011	n/a	yes	SANTA BARBARA, CA	Current employment
VIDA WEALTH PARTNERS, INC.	Independent wealth	Oct 12, 2006	Dec 17, 2013	no	SANTA BARBARA, CA	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Oct 17, 2005	Oct 22, 2014	no	SANTA BARBARA, CA\|PORTLAND, OR\|SANTA BARBARA, CA	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
GIRARD SECURITIES, INC.	VIDA WEALTH PARTNERS, INC.	Oct 22, 2014	Oct 12, 2006	-2,932	Firm change after gap	Other
VIDA WEALTH PARTNERS, INC.	AVALAN, LLC	Dec 17, 2013	Mar 17, 2011	-1,006	Firm change after gap	Other

Relationships

Registered with (3)

→ AVALAN, LLCRegistered adviserregistration: current employment
Mar 17, 2011 to presentfactForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Oct 17, 2005 to Oct 22, 2014factForm ADV
→ VIDA WEALTH PARTNERS, INC.Registered adviserregistration: previous registration
Oct 12, 2006 to Dec 17, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fb6d68a-cd82-bbfb-cc3e-153d7f6a649a
First observed: Oct 17, 2005
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RICHARD ALLEN SCHUETTE

Advisor at AVALAN, LLC

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fb6d68a-cd82-bbfb-cc3e-153d7f6a649a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVALAN, LLC

Independent wealth

Mar 17, 2011

n/a

yes

SANTA BARBARA, CA

Current employment

VIDA WEALTH PARTNERS, INC.

Independent wealth

Oct 12, 2006

Dec 17, 2013

SANTA BARBARA, CA

Previous registration

GIRARD SECURITIES, INC.

Former SEC adviser

Oct 17, 2005

Oct 22, 2014

SANTA BARBARA, CA|PORTLAND, OR|SANTA BARBARA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GIRARD SECURITIES, INC.

VIDA WEALTH PARTNERS, INC.

Oct 22, 2014

Oct 12, 2006

-2,932

Firm change after gap

Other

VIDA WEALTH PARTNERS, INC.

AVALAN, LLC

Dec 17, 2013

Mar 17, 2011

-1,006

Firm change after gap

Other