Chester Schaal, financial advisor Phoenix AZ

Chester Schaal

CRD Number: 4649293
Current Firm: Tandem Wealth Advisors

Chester Schaal (CRD# 4649293) is an Investment Advisor Representative working at Tandem Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry. Chester Schaal 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.

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Professional Designations
Company Name Location Dates Years
Tandem Wealth Advisors, LLC Phoenix, AZ Jun 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Chester A. Schaal
Phone Number: 602-297-8600
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    180
    MILLIONS
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $255,952
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, NH, NY, OH, OR, PA, TN, TX, WA

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