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FS

Frederick J. Schaard

Some features on this profile are disabled
CRD#: 1101334
FS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frederick John Schaard, CFP®, who also goes by Fred Schaard, was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1983. Frederick had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Fred Schaard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. REHMANN INSURANCE GROUP; INVESTMENT RELATED; 4086 LEGACY PARKWAY, LANSING, MI 48911; STATUTORY AGENT; STARTED 01/2003; APPROX.2 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS; WORK AS AN AGENT TO PROVIDE FIXED INSURANCE SOLUTIONS IN LIFE AND DISABILITY PRODUCTS. 2. BK DOMINION HOLDINGS; NON-INVESTMENT RELATED; LANSING MI; INVESTOR; STARTED IN 2004; VARIOUS REAL ESTATE RELATED INVESTMENTS; LESS THAN 1 HOUR SPENT PER MONTH. 3. AVATAR MOVERS-PORTLAND, LLC POSITION: Managing Partner NATURE: Moving company. Two Men and a Truck Franchise INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2015 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: Managing partner. Will oversee the day to day management and business decisions.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

October 17, 2018 - October 18, 2019

REHMANN FINANCIAL NETWORK, LLC

BD
CRD#: 165027
LANSING, MI
Past

July 7, 2017 - November 2, 2023

REHMANN WEALTH

RIA
CRD#: 123047
LANSING, MI
Past

March 10, 2015 - January 5, 2017

REHMANN FINANCIAL NETWORK, LLC

BD
CRD#: 165027
LANSING, MI
Past

May 6, 2010 - January 5, 2017

REHMANN WEALTH

RIA
CRD#: 123047
LANSING, MI
Past

February 26, 2010 - December 31, 2016

OSAIC WEALTH, INC.

BD
CRD#: 23131
LANSING, MI
Past

October 1, 2007 - February 26, 2010

TRIAD ADVISORS LLC

BD
CRD#: 25803
LANSING, MI
Past

January 2, 2003 - October 2, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
LANSING, MI
Past

November 1, 1996 - January 3, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 8, 1991 - February 21, 1994

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

August 28, 1990 - November 1, 1996

STATE FIRST FINANCIAL, INC.

BD
CRD#: 26375
Past

June 18, 1985 - September 27, 1990

CENTENNIAL FINANCIAL SERVICES, INC.

BD
CRD#: 15819
LANSING, MI
Past

November 8, 1983 - July 3, 1985

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
Past

March 3, 1983 - October 25, 1983

IRG SECURITIES, INC.

BD
CRD#: 4182

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/2/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/1984
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/27/1983
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/2/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/1/1984
General Securities Principal Examination

Current Firm

RF
REHMANN FINANCIAL NETWORK, LLC
REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027 / SEC#: , 8-69134

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4086 Legacy Parkway, Lansing, MI 48911
Mailing Address
4086 Legacy Parkway, Lansing, MI 48911
Phone number
(517) 316-2400
Established
Michigan since 07/06/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
REHMANN FINANCIAL GROUP, LLCPARENT COMPANY
GOODIN, DIANE MARIEFINOP/PFO3117840
KNIPPING, RONALD LEWISCEO2490894
SPITZLEY, NICOLE ANNECCO/POO5526351

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027

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Contact information

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