David Schaap
David Schaap is a registered investment advisor at Wells Fargo Advisors, based in Lynchburg, VA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1610 B-Graves Mill Rd, B 1st Fl, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
David has 50% ownership in Strategic Wealth Management LLC and Finet Transition SCH Holdings LLC, dedicating full-time hours to each. He also has 100% ownership of Finet Transition Strategic Wealth Management LLC 401k Trustee, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations13 states
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