Teresa SchlaflyCRD Number: 3098753
Current Firm: Usaa Financial Planning Services
Teresa Schlafly (CRD# 3098753) is an Investment Advisor Representative working at Usaa Financial Planning Services in Saint Louis, MO and has over 18 years of experience in the finance industry. Teresa Schlafly 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Usaa Financial Advisors, Inc.||Saint Louis, MO||May 2010 - Current||7|
|Usaa Financial Planning Services||Saint Louis, MO||May 2010 - Current||7|
|Unemployed||Atlanta, GA||Oct 2008 - May 2010||1|
|Tiaa-cref||St. Louis, MO||Jul 1998 - Oct 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV