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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-01-13 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Beckley, WV • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Beaver | WV | 08/2015 | 07/2018 |
| Shawn Kristian Schuyler | Beckley | WV | 04/2012 | Present |
| West Virginia Financial Solutions, Llc | Beckley | WV | 05/2019 | Present |
| United Planners Financial, Llc | Scottsdale | AZ | 07/2018 | 12/2022 |
| Berthel, Fisher & Company Financial Services, Inc. | Beckley | WV | 01/2023 | Present |
| Bfc Planning, Inc. | Beckley | WV | 01/2023 | Present |
1.) WEST VIRGINIA FINANCIAL SOLUTIONS, LLC - AGENT - NON-VARIABLE INSURANCE - BECKLEY, WV - SINCE 04/2012 - INVESTMENT RELATED 2.) WEST VIRGINIA FINANCIAL SOLUTIONS, LLC - DBA NAME FOR MARKETING PURPOSES ONLY - BECKLEY, WV - SINCE 05/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-07 |
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