Andrew Schaad (CRD# 3084299) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Rapids, IA and has over 25 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Transamerica Financial Advisors, Inc. | Cedar Rapids,, IA | Jan 2012 - Current | 12 |
Schaad Consulting | Alpharetta, GA | Jul 2008 - Current | 16 |
Wfgia | Cedar Rapids, IA | Jun 2001 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- GA
- IA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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