Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Michael Schaffer is a financial advisor with Nations Financial Group, Inc. Van has been in the financial services industry since 1994. Van's current office is located in Cedar Rapids, IA. Van is registered to provide investment advice in ten states. Van's areas of expertise include Financial Planning, Portfolio Management for Individuals, Pension Consulting, and Selection of Other Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
02/13/2015 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
KS
01/15/1996 - 08/16/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LAWRENCE KS)
IN
03/21/1995 - 02/09/1996
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
03/21/1995 - 02/09/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MN
08/26/1994 - 12/14/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/1994 - 12/14/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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