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Peter Francis Schumacher

Oarsman Capital, Inc.

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About Peter Francis Schumacher

Peter Francis Schumacher is a financial advisor at Oarsman Capital, Inc., where he has been employed since November of 2022. He holds a Series 63, 65, 7, 24, 51 and a SIE license and has over 30 years of experience in the industry. Peter's current registrations include a registration in Wisconsin as an Investment Advisor Representative. He has previous employment with Cleary Gull Inc. and M&I Brokerage Services, Inc.. Peter's firm has a total of over 700 million dollars under management. They work with clients including individuals, families, charitable organizations and pension plans.

Firm Information

Peter Schumacher is currently registered with Oarsman Capital, Inc.. Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Peter Schumacher’s Registration & Firm History

WI

11/10/2022 - Present

Oarsman Capital, Inc. (MILWAUKEE WI)

WI

05/15/2007 - 06/02/2016

CLEARY GULL INC. (MILWAUKEE WI)

AZ

10/25/1990 - 01/16/2007

M&I BROKERAGE SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 12/01/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/30/1992

Series 24 - General Securities Principal Examination

BC

Issued 06/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Francis Schumacher.
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