Derick J. Schuhart

WEALTH ABUNDANCE WEALTH MANAGEMENT

Menasha, WI 54952

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CRD#: 3058709

Professional summary

Derick J Schuhart, who also goes by Derick A Schuhart, is a registered financial advisor currently at WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC located in Menasha, Wisconsin.

Derick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Derick has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derick A Schuhart

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derick J Schuhart's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

May 28, 2008 - Present

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

Office #1: 1477 Kenwood Drive Suite 103b, Menasha, WI 54952

RIA

CRD#: 141042

Menasha, WI

Past

June 30, 2006 - June 30, 2006

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

RIA

CRD#: 141042

MENASHA, WI

Past

March 10, 2005 - March 10, 2005

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

MENASHA, WI

Past

December 17, 2004 - June 1, 2006

USA FINANCIAL SECURITIES LLC

CRD#: 103857

ADA, MI

Past

December 22, 1998 - January 12, 2005

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Past

June 19, 1998 - November 19, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

June 19, 1998 - November 19, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(5/28/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/13/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

SCHUHART, DERICK J. | WEALTHABUNDANCE WEALTH MANAGEMENT, LLC | WEALTHABUNDANCE | WEALTH ABUNDANCE WEALTH MANGEMENT, LLC | WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

CRD#: 141042 / SEC#:

Wisconsin

Registered Investment Advisory firm - (6/30/2006 Approved)

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Contact information

Main Address

1477 Kenwood Drive Suite 103b, Menasha, WI 54952

Mailing Address

Phone number

(920) 202-3765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Derick J. Schuhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derick J Schuhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2005

Series 63

Date: 6/13/1998

Series 6

Date: 6/13/1998

Current Firm

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

WEALTH ABUNDANCE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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