Rodney Alan Schauer

Employer firm

Complete Investment Advisory, LLC CRD 166876

$109M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• RETIREMENT PLANNING SERVICES

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

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

Current Employers

Employment History

• 06/1992 → Present
  Complete Financial Group, Inc. D/B/A Retire Safely
  Valley City, ND
• 01/2010 → Present
  Complete Tax Advisory Llc
  Fargo, ND
• 10/1980 → Present
  Independent Insurance Agent
  Valley City, ND
• 03/2013 → Present
  Complete Investment Advisory, Llc
  Fargo, ND

Previous Registrations

• 2012-03-05 → 2013-07-31
  The Wright Legacy Group, Llc
  Fargo, ND
  Elizabethtown, KY

Other Businesses

COMPLETE FINANCIAL GROUP INC: INVESTMENT RELATED - YES, 3211 FIECHTNER DR S, STE 6, FARGO ND 58103, INSURANCE SALES, PRESIDENT/OWNER/INSURANCE AGENT, STARTED 1992, 8 HOURS/MONTH & 5 HOURS/MONTH DURING TRADING HOURS, CLIENT SERVICE. COMPLETE TAX ADVISORY LLC: NON INVESTMENT RELATED, 3211 FIECHTNER DR S, STE 6, FARGO ND 58103, STARTED 2009, 5 HOURS/MONTH, 5 HOURS/MONTH DURING TRADING HOURS, TAX PLANNING.

Designations

• Chartered Financial Consultant

Other Names

• Rod Alan Schauer