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- Custodian
- Charles Schwab & Company · Prudential · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2024
- Office Locations
- 1
Office Locations
About Proper Financial, LLC
Proper Retirement (Proper Financial, LLC) provides retirement planning and wealth strategies for pre-retirees, retirees, and families pursuing traditional or early retirement, legacy goals, or real estate-led plans. Services include investment management, cash-flow and income planning, tax strategies including Roth conversions, insurance integration, and estate planning coordination. The firm also runs educational retirement workshops; Schwab is listed as a custodian.
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Owner & Executives
ERIK RICHARD SCHUSTER
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6267034
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GRANT STEPHEN FREDERICK
Partner
- CRD
- #3097265
Andrew Michael Stephens
--
- CRD
- #6610789
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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