Frank James Schoen

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  World Financial Group, Inc.
  East Dundee, IL
• 10/2007 → 08/2022
  West Suburban Companies
  Oakbrook, IL
• 10/2009 → 01/2021
  The United Teams Of Chicago
  South Barrington, IL
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  East Dundee, IL
• 02/2026 → Present
  Inheritguard, Llc
  Sheridan, WY
• 12/2018 → 04/2025
  Rolling Meadows Chamber Of Commerce
  Rolling Meadows, IL
• 07/2021 → Present
  The Force Agency, Inc
  Meadows, IL
• 08/2022 → 10/2022
  Bettr Llc
  Alpharetta, GA
• 04/2025 → Present
  S2C Tax & Accounting Services Llc
  Hoffman Estates, IL

Previous Registrations

• 2011-06-14 → 2012-01-06
  Investment Advisors International, Inc.
  East Dundee, IL

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc The Force Agency, Inc/ 0721-Present / 3701 Algonquin Rd 635A Rolling Meadows, IL 60008/ Owner / Support WFG Activities / Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Provide support for WFG business activities. S2C TAX & ACCOUNTING SERVICES LLC POSITION: Owner NATURE: Tax Preperation and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2025 ADDRESS: 2000 Center Dr STE E209B, Hoffman Estates IL 60192, United States DESCRIPTION: Preparing Taxes and Accounting services 02/2026 PRESENT Inheritguard, LLC Sheridan Wyoming United States No Consultant

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-16
• S63 Uniform Securities Agent State Law Examination
  1998-04-13