About Troy
Troy M. Schield,CFS has over 35 years experience in the Registered Investment Advisory field, specializing in tactical allocation. In 1989, he completed due diligence research that aided the launch of one of the first Tactical Sector Rotation Programs in the Nation. In 1990, he co-managed the #1 aggressive growth mutual fund in the nation, according to Lipper Analytical Services. In 1993, he passed the Series 6. In 1996, he received his Cerified Fund Specialist designation from the Institute of Business & Finance. In 2005, he successfully passed the Series 65 and then chose to establish Disciplined Wealth Management LLC, to provide investment advice to individuals and businesses.
Education
Associate's degree
Licenses
Series 6
Series 65
IBF Designations
CFS®
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Certified Fund Specialist
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At a Glance
IBF Designations
2
Member Since
1996
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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