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Randy A Schaller

Aprio Wealth Management, LLC

Overland Park, KS

Atlanta, GA

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Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-11-05
  • KS RA
    APPROVED
    Since 2025-11-05

Branch Locations

7101 College Blvd Suite 900, Overland Park, KS 66210 • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • 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
OrganizationCityStateFromTo
Prism Financial Group, L.L.C. Overland Park KS 06/2015 Present
Cambridge Investment Research, Inc. Fairfield IA 03/2016 11/2018
Aprio Wealth Management, Llc Atlanta GA 11/2025 Present
Aprio Advisory Group Atlanta GA 11/2025 Present
  • 06/2015 → Present
    Prism Financial Group, L.L.C.
    Overland Park, KS
  • 03/2016 → 11/2018
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2025 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 11/2025 → Present
    Aprio Advisory Group
    Atlanta, GA
Previous Registrations
  • 2016-03-23 → 2025-12-03
    Prism Financial Group, L.L.C.
    Overland Park, KS
  • 2011-04-11 → 2015-06-23
    Smart401K, Llc
    Overland Park, KS
  • 2007-11-30 → 2008-12-11
    Searcy Financial Services, Inc.
    Overland Park, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-30
S65 Uniform Investment Adviser Law Examination 2011-04-08
  • S63 Uniform Securities Agent State Law Examination
    2016-06-30
  • S65 Uniform Investment Adviser Law Examination
    2011-04-08
Designations

View on SEC IAPD

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