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Steven Forrest Schumacher

Touchstone Advisors Inc.

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About Steven Forrest Schumacher

Steven Forrest Schumacher is an investment advisor representative with Touchstone Advisors Inc., a registered investment advisor located in Cincinnati, Ohio. Steven has been in the financial services industry since 2004 and holds the Series 6, 7, 63, and 65 licenses. Steven's previous experience includes working for Goldman Sachs & Co. LLC in New York, NY, and Rydex Distributors, Inc., in Schaumburg, IL. Steven's current employment with Touchstone Advisors Inc. began in January 2018.

Firm Information

Steven Schumacher is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Steven Schumacher’s Registration & Firm History

MN

02/02/2018 - Present

Touchstone Advisors Inc. (Eden Prairie MN)

NY

11/06/2009 - 10/17/2017

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

IL

04/20/2006 - 11/06/2009

RYDEX DISTRIBUTORS, INC. (SCHAUMBURG IL)

IL

06/21/2004 - 03/09/2006

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 01/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Forrest Schumacher.
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