Alan Schauer is a CFP, ChFC-designated registered investment advisor, based in Cincinnati, OH, with 33 years of industry experience.
Location
8170 Corporate Park Dr, Suite 210, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is an independent insurance agent for various insurance companies. He also works as a member of a securities DBA, an event photographer, and an advisory representative of a Registered Investment Advisor (RIA).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Interocean Wealth Management LLC
Interocean Securities LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Cfc Agency INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England SecuritiesBroker
State Registrations26 states
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