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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-28 |
| IN | RA | APPROVED | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 09/1987 | Present |
| Fortis Investors, Inc. | Carmel | IN | 01/1992 | Present |
| Osaic Wealth, Inc. | Noblesville | IN | 01/2024 | Present |
1) SCHLAFER WEALTH MANAGEMENT POSITION: agent NATURE: Selling traditional insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2018 ADDRESS: 8440 Woodfield Crossing Blvd, Suite 490, Indianapolis IN 46240, United States DESCRIPTION: Market traditional insurance 2) SCHLAFER WEALTH MANAGEMENT POSITION: advisor/owner NATURE: Marketing name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2018 ADDRESS: 13160 Cirrus Drive, Fishers IN 46037, United States DESCRIPTION: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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