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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-11 |
| CO | RA | APPROVED | 2021-11-10 |
| GA | RA | APPROVED | 2012-01-06 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Englewood, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Cedar Rapids | IA | 06/2001 | Present |
| Schaad Consulting | Alpharetta | GA | 07/2008 | Present |
| Transamerica Financial Advisors, Inc | Cedar Rapids, | IA | 01/2012 | Present |
As employee of Transamerica Financial Advisors, may perform home office functions for other business units SCHAAD CONSULTING Services/No/Johns Creek, GA/ Owner-7/2008/ Corporate Consulting Service/10/0/no customers since inception in 2008/ Business planning and analysis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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