Mr. David A. Schauss

 
  
Instructor, Kaplan Financial Education

United States
United States

About Mr. David A. Schauss

Having spent almost 25 years as a Financial Advisor with Woodbury Financial Services, David A. Schauss possesses a solid understanding of financial concepts, products, and plans. Exercising his expertise, David A. Schauss guides his clients in formulating smart investment and savings strategies. David A. Schauss’ ceaseless dedication to his work shines through his numerous professional activities, such as keeping up-to-date with current financial trends, teaching others, and managing his clients’ financial needs.


As a Financial Advisor at Woodbury Financial Services in Wisconsin, David A. Schauss helps his clients navigate financial choices such as life insurance policies, mutual funds, 401(k) products, brokerage services, and registered investment adviser products. He also shares his knowledge with fellow agents and brokers, teaching through Kaplan Financial Education. Through lectures and presentations, David A. Schauss educates his community about the importance of adequate financial planning and making informed decisions. Traveling throughout the state of Wisconsin, David A. Schauss has conducted seminars for employees of universities, manufacturing companies, and healthcare systems.


Recognizing his exceptional skills and devotion to his field, the Consumers’ Research Council of America named David A. Schauss one of America’s Top Financial Planners in 2009. The award acknowledges David A. Schauss’ many years of experience, ethical behavior, and numerous licenses and affiliations with professional financial associations.


David A. Schauss earned his financial certifications from several institutions. At the College for Financial Planning in Denver, Colorado, David A. Schauss studied and obtained qualification as a Certified Financial Planner. Additionally, David A. Schauss received certification as a Chartered Life Underwriter for life insurance and as a Chartered Financial Consultant from The American College in Bryn Mawr, Pennsylvania. David A. Schauss is also a Registered Investment Advisor.

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