Charles Schaaf, financial advisor Batesville AR

Charles Schaaf

CRD Number: 1072418
Current Firm: Ameriprise Financial Services, LLC

Charles Schaaf (CRD# 1072418) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batesville, AR and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Batesville, AR Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Batesville, AR Jun 2018 - Mar 2020 1
Investment Professionals, Inc. Batesville, AR Aug 1998 - Sep 2018 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for Charles W. Schaaf
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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