IHT Wealth Management
46yrs
Top advisor by experience in Oakbrook Terrace
4yrs
Based in Oakbrook Terrace, Illinois, Paul Schee is a fiduciary financial advisor with 4 years of industry experience. Paul joined Mariner in 2022, a firm offering financial planning, investment management, and private fund management. Paul holds the CFP® designation.
One of 246 advisors with offices in Oakbrook Terrace, and one of 226 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeOne Mid America Plaza Suite 500, Oakbrook Terrace, IL 60181
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowMarinerCurrent firm
Contact Paul
One Mid America Plaza Suite 500Oakbrook Terrace, IL 60181Office · Get directions Firm main line(913) 904-5700Headquarters: Mariner · Overland Park, KS Firm websitesrs.mariner.com
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Questions to ask Paul
Tailored to Paul’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Paul
How do I contact Paul?
Call Mariner at (913) 904-5700 and ask for Paul Schee. Paul works from the Oakbrook Terrace, IL office.
How long has Paul been a financial advisor?
Paul has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Paul hold?
Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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