AS
Alan C. Schauer
FIRST FINANCIAL COACHING
Austin, TX 78610
Some features on this profile are disabled
CRD#: 6451237
AS
Professional summary
Alan Charles Schauer is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Austin, Texas.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alan has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) AScha Holdings LLC POSITION: President NAUTRE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 2/1/2019 ADDRESS: 12401 Hymeadow, Bldg 5,Austin,TX 78750 DESCRIPTION: Owner of dental building and rent to a dentist. 2)Wealth Protection LLC; POSITION: Owner NATURE: 1099 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITY TRADING HOURS: 0 START DATE: 9/10/2019 ADDRESS: 12401 Hymeadow, Bldg 5,Austin,TX 78750 DESCRIPTION: corresponding accounting business to 1099 from Triad for investment IAR business; transfer checks from Triad quarterly deposit to Wealth Protection LLC & pay expenses out of account 3)SLATON SCHAUER LAW PLLC POSITION: cfo administration and accounting NATURE: PLLC--wife's business INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 6 START DATE: 11/27/2020 ADDRESS: 102 Raley Road, CEDAR PARK TX 78613, United States DESCRIPTION: For no compensation, I do quick books, register payroll with ADP, other accounting and maintenance work of building and grounds 4) ALAN SCHAUER POSITION: owner rental property NATURE: Sole proprietorship fits most closely to business of renting a property which is zoned mixed to Slaton Schauer Law PLLC as a business office. My wife is the owner of Slaton Schauer Law PLLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10604 Lockerbie Dr, Austin TX 78750, United States DESCRIPTION: Collecting rent from property at 102 Raley Rd. Cedar Park Texas and the associated self management. Property is rented to Slaton Schauer Law PLLC, my wife's business. HBH is no longer the outside management company. Previous OBA disclosed with HBH as the management company.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Charles Schauer'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®
NoneExperience
Current
July 22, 2025 - Present
FIRST FINANCIAL COACHING, INC.
Office #1: 142 Cimarron Park Loop Suite F, Austin, TX 78610RIA
CRD#: 152070
Austin, TX
Past
August 23, 2024 - July 25, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Buda, TX
Past
February 12, 2015 - August 23, 2024
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Buda, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)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
Texas(7/22/2025)
Current Firm
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
144 South Main St., Mt. Clemens, MI 48043
Mailing Address
Phone number
(586) 463-1880
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,877 |
| AUM (Assets Under Management) | $ 279,664,257 |
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.
