Recently named one of America's Top Financial Planners by the Consumers' Research Council of America, David A. Schauss serves as an independent representative for Woodbury Financial Services, Inc. in Waukesha, Wisconsin. The honor recognized his stringent standards, integrity, competence, and professionalism. A Financial Advisor for more than 20 years, David A. Schauss holds credentials as a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), and a Certified Financial Planner (CFP).<wbr/><br/><wbr/><br/><wbr/><br/>David<wbr/>A. Schauss fulfilled the academic and ethical requirements for the ChFC and CLU designations at The American College in Pennsylvania, where he continues to receive an education in financial planning. He attained the CFP title under similar circumstances at the College for Financial Planning in Denver, Colorado, and this certification also requires ongoing coursework. While David A. Schauss continues to learn, he additionally educates others as an Instructor for Kaplan Financial Education. In this capacity, David Schauss teaches financial concepts to fellow agents and brokers. In addition, he conducts seminars for employees in health care, manufacturing, and institutional settings throughout Wisconsin.<wbr/><br/><wbr/><br/><wbr/><br/>Serving<wbr/>in the financial consulting industry since 1987, David A. Schauss has passed the Investment Company Products/Variable Contracts Representative Examination, Series 6; the General Securities Representative Examination, Series 7; the Uniform Securities Agent State Law Examination, Series 63; and the Uniform Investment Advisor Law Examination, Series 65. In addition, David A. Schauss maintains a Financial Industry Regulatory Authority (FINRA) registration in Investment Company/Variable Contracts and as a General Securities Representative. He holds agent licenses in Wisconsin, Illinois, Missouri, and Florida.
