Andrew Michael Schaad

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
  Wfgia
  Cedar Rapids, IA
• 07/2008 → Present
  Schaad Consulting
  Alpharetta, GA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Cedar Rapids,, IA

Previous Registrations

• 2006-08-28 → 2012-01-06
  Investment Advisors International, Inc.
  Johns Creek, GA
• 2003-04-30 → 2006-09-05
  Transamerica Financial Advisors, Llc
  Duluth, GA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-05
• S63 Uniform Securities Agent State Law Examination
  1998-08-17