Richard SchaperCRD Number: 3145808
Current Firm: Resource Investment Architects, Inc.
Richard Schaper (CRD# 3145808) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 18 years of experience in the finance industry. Richard Schaper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Greystone Financial Group, LLC
Sherwood Investment Management
Taddei, Ludwig & Associates, Inc.
|Diocese Of California||San Francisco, CA||Jun 2000 - Current||17|
|Wealthsteward Consulting||Mill Valley, CA||Jan 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management181MILLIONS
Total Number of Accounts651ACCOUNTS
Average Account Value$277,636
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, OR, TX, UT, WA