Alan Charles Schauer

Current Employers

First Financial Coaching, Inc.

144 South Main St., Mt. Clemens, MI 48043 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-22

TX RA
APPROVED

Since 2025-07-22

Branch Locations

142 Cimarron Park Loop Suite #F, Buda, TX 78610 • United States

144 South Main St., Mt. Clemens, MI 48043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Triad/Osaic Under Wealth Strategies	Austin	TX	02/2015	Present
Alan Schauer Dds Ltd Llp	Austin	TX	01/1984	01/2019
Glauser Family Dentistry	Austin	TX	01/2019	12/2024
First Financial Coaching	Austin	TX	07/2025	Present

02/2015 → Present

Triad/Osaic Under Wealth Strategies

Austin, TX
01/1984 → 01/2019

Alan Schauer Dds Ltd Llp

Austin, TX
01/2019 → 12/2024

Glauser Family Dentistry

Austin, TX
07/2025 → Present

First Financial Coaching

Austin, TX

Previous Registrations

2024-08-23 → 2025-07-25

Osaic Wealth, Inc.

Buda, TX
2015-02-12 → 2024-08-23

Triad Advisors Llc

Buda, TX

Other Businesses

1) AScha Holdings LLC POSITION: President NAUTRE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 2/1/2019 ADDRESS: 12401 Hymeadow, Bldg 5,Austin,TX 78750 DESCRIPTION: Owner of dental building and rent to a dentist. 2)Wealth Protection LLC; POSITION: Owner NATURE: 1099 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 9/10/2019 ADDRESS: 12401 Hymeadow, Bldg 5,Austin,TX 78750 DESCRIPTION: corresponding accounting business to 1099 from Triad for investment IAR business; transfer checks from Triad quarterly deposit to Wealth Protection LLC & pay expenses out of account 3)SLATON SCHAUER LAW PLLC POSITION: cfo administration and accounting NATURE: PLLC--wife's business INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 6 START DATE: 11/27/2020 ADDRESS: 102 Raley Road, CEDAR PARK TX 78613, United States DESCRIPTION: For no compensation, I do quick books, register payroll with ADP, other accounting and maintenance work of building and grounds 4) ALAN SCHAUER POSITION: owner rental property NATURE: Sole proprietorship fits most closely to business of renting a property which is zoned mixed to Slaton Schauer Law PLLC as a business office. My wife is the owner of Slaton Schauer Law PLLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10604 Lockerbie Dr, Austin TX 78750, United States DESCRIPTION: Collecting rent from property at 102 Raley Rd. Cedar Park Texas and the associated self management. Property is rented to Slaton Schauer Law PLLC, my wife's business. HBH is no longer the outside management company. Previous OBA disclosed with HBH as the management company.