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Securian Financial Services | Financial Advisor in Tampa ,FL

3708 W. Swann Avenue
Suite 201
Tampa, FL 33609

Bring your financial goals to life


[Compare Chad D. with other financial advisors in Tampa, FL]

About

Chad Schafer has earned the right to call himself a CFP® professional by voluntarily agreeing to meet rigorous education, examination, and experience standards. He participates in ongoing professional education. And, follows a strict code of professional ethics and standards of practice.The standards a CFP® adheres to are promulgated and enforced by Certified Financial Planner Board of Standards Inc. CFP Board refers to these standards as the 4Es: Experience. Before earning the CFP® certification, an individual is required to fulfill a minimum of three years experience in the financial services field.Ethics. The Code of Ethics requires CFP® certificants to act fairly and diligently, with integrity and objectivity, when providing financial services to clients. Certficants also agreed to submit to background checks by CFP Board and promise to disclose any investigation or legal proceedings related to professional and/or business conduct. Education. Each certificant completes an education requirement to demonstrate to CFP Board a theoretical knowledge of personal financial topics. Examination. Individuals pass an exam administered by the CFP Board to test understanding of topics including tax planning, employee benefits, retirement planning, estate planning, investment management and insurance. It's never too early and never too late to take charge of your financial future. Chad would be pleased to meet with you to answer your questions.* Chad Schafer is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Omni Financial Services is independently owned and operated.

13 Years of Experience


  • CRD# 4125617
  • Insurance License# E035143
  • Series 7, 24, 63

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Susan, a Retired School Teacher from New York


General Information
Firm Start Year:   2011
No.of Employees:   5-9
Insurance License#:   E035143
Name of Broker/Dealer:   Securian Financial Services, Inc.
Name of Custodial Firm:   Pershing, LLC.
States Licensed in:   FL, KY, NY, and NJ
Number of Years with Current Firm:   2
Work Experience:   Transamerica Financial Advisors - 1999 to present firm affiliation
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors , Investment Clubs


Services
Investment Types:   Insurance , Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Commodities , Annuities , Stocks , Bonds , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health
Firm Information
Number of Advisors in Office:   Up to 10 employees
I work with clients as part of a team:   Yes


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Commissions



FAQs

Chad D. Schafer, Certified Financial Planner™

Chad D. Schafer, Certified Financial Planner™

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

50 United States of America & Washington DC.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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