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Paul Samuel Shuman

THE Planning Group

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About Paul Samuel Shuman

Paul Samuel Shuman is an Investment Advisor Representative at The Planning Group. Paul has been in the financial services industry for over 14 years and has a strong commitment to helping clients achieve their financial goals. Paul holds a Certified Financial Planner designation. Paul's firm primarily provides portfolio management for individuals and financial planning services. They have a total of 4 investment adviser representatives and have 706 accounts under management, of which 663 are discretionary. Paul previously worked at Cambridge Investment Research, Inc. and Tower Square Securities, Inc.

Firm Information

Paul Shuman is currently registered with THE Planning Group. THE Planning Group is a financial advisor based in NORTHFIELD, IL. The firm advises individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They provide financial planning and portfolio management services. The firm has $207,368,715 in regulatory assets under management.
THE Planning Group

465 CENTRAL AVE

NORTHFIELD, IL 60093

$207.37M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Shuman’s Registration & Firm History

IL

10/11/2018 - Present

THE Planning Group (NORTHFIELD IL)

IL

04/16/2009 - 12/31/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (Northfield IL)

IL

10/20/2006 - 04/21/2009

TOWER SQUARE SECURITIES, INC. (DES PLAINES IL)

IL

07/09/2004 - 10/13/2006

SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)

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Licenses & Designations

BOTH

Issued 07/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Samuel Shuman.
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