Wade Donald Pfau

Current Employers

Employment History

• 05/2014 → Present
  Mclean Asset Management Corp
  Mclean, VA
• 01/2013 → Present
  The American College
  King Of Prussia, PA
• 01/2013 → 12/2019
  Instream Solutions, Inc.
  Washington, DC
• 08/2018 → Present
  Retirement Researcher, Llc
  Coppell, TX

Previous Registrations

• 2018-09-10 → 2018-12-31
  Retirement Researcher, Llc
  Haverford, PA
  Tysons, VA

Other Businesses

1) Sole Proprietor; Wade Pfau â?" Provides educational speaking and writing for financial advisors, Sole Proprietor providing educational content (investment related); Location: 213 Chestnut Lane, Coppell, TX 75019; Start Date: 1/2011. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5. 2) RISA, LLC - A product for Investment Advisors to use toward their clients' retirement income planning; Founder (non-investment related); 1900 Gallows Rd Suite 350, Tysons VA 22182; Start Date: 1/2021. Wade participates and promotes the RISA through podcasts, webinars, and other community engagement. Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 10 3) Retirement Researcher- online community that provides education and resources on retirement income planning; Principal (investment-related); 1900 Gallows Road, Tysons, VA 22182, Start Date: 8/2018. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10. 4) Wealth Building Cornerstones - System to provide individuals and families with a process to maximize the use of their money for wealth building and protection; Chief Research Fellow (non-investment related); 2923 Marketplace Drive, Ste 210, Madison, WI; Start Date: 3/2021. Wade consults on research ideas for financial planning and conducts occasional webinars. Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1.

Designations

Other Names

• Wade Pfau