Steven David Schaumberger

Current Employers

Employment History

• 01/2014 → Present
  The Leaders Group Dba Simplicity Investments
  Summit, NJ
• 03/2022 → Present
  Nfp
  Highland Park, IL
• 07/2026 → Present
  Winged Keel Group
  Highland Park, IL

Other Businesses

1.) HARVARD BUSINESS SCHOOL CLUB OF CHICAGO - 3/17/16 - 342 Whitsler Road, Highland Park, IL 60035 - President, Not Invt Rel, Social Club, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PARACON - 3/17/16 - 342 Whitsler Road, Highland Park, IL 60035 - Advisory Board Member, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) RAVINIA - 3/17/16 - 342 Whitsler Road, Highland Park, IL 60035 - Volunteer, Not Invt Rel, Annual October Music Festival, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) HARVARD CLUB OF CHICAGO - 7/1/17 - PO Box 350, Kennilworth, IL 60043 - Board Member, Attends Meetings, Not Invt Rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 5.) JEWISH UNITED FUND - 9/3/18 - 30 S Wells Street, Chicago, IL - Volunteer, Attends monthly meetings, Not Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours). 6.) TLG ADVISORS INC - 4/28/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 7.) NFP - 3/1/22 - 342 Whistler Road, Highland Park, IL 60035 - Insurance sales, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). 8.) LEVR HEALTH - 1/2/2023 - 342 Whistler Road, Highland Park, IL 60035 - Wellness benefit/insurance referrals, Not Invt Rel, Insurance Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 9.) WINGED KEEL GROUP - 7/1/2026 - 342 Whistler Road Highland Park, IL 60035 - Client Relationship Manager, Meeting and discussing life insurance with clients, Not Invt Rel, Insurance Business, 100 hrs/mo; 100 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-09-15