Bradley Schooler, CFP®, ChFC®, RICP®, WMCP® in

Bradley Schooler, CFP®, ChFC®, RICP®, WMCP®

Login to view DISC.
Fee-Based Wealth Management Advisor & Financial Planner at Northwestern Mutual
📍 Coralville, Iowa, United States

Bradley Schooler is a Wealth Management Advisor with Northwestern Mutual and the Founder of Prosperity Planning Partners. He holds CFP®, ChFC®, RICP®, and WMCP® designations and earned his Business Administration degree from the University of Iowas Tippie College of Business, focusing on providing clients with financial security.

Originally from Cedar Rapids, Bradley lives there with his wife, Megan, and their son, Lincoln. In his personal time, he is an avid golfer, enjoys spending time with his family, and enthusiastically cheers for the Iowa Hawkeyes.

He has built his own specialized practice, Prosperity Planning Partners, under the Northwestern Mutual umbrella.

Read the full overview →
Experience
15 Years
Current Role
Fee-Based Wealth Management Advisor & Financial Planner
Job Level
Mid-senior
Location
Coralville, Iowa, United States
Personality Overview

How Bradley shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Bradley cares about

Family Financial Security
His professional focus is on partnering with families to help them identify and achieve their financial security needs and goals.
Wealth Management
As a fee-based Wealth Management Advisor, he helps clients with comprehensive financial planning and investment strategies.
+4 more topics Login to view topics
Career

Work history

3-2020
Fee-Based Wealth Management Advisor & Financial Planner
Northwestern Mutual
1-2015
Financial Advisor and College Unit Director
Northwestern Mutual
6-2011 - 1-2015
Financial Representative
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2012
Bachelor of Business Administration (BBA)
The University of Iowa Tippie College of Business
2009 - 2012
Bachelor of Business Administration (B.B.A.)
University of Iowa
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Bradley. Free, 10 seconds.