Vicki
Schapp
Transamerica Financial Advisors, Inc
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About this Advisor
Vicki Schapp is a certified financial planner based in Cincinnati, Ohio who has 6 years of relevant experience. Schapp is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Anthem, Zeiders Enterprises, Eagle Strategies LLC, The Lyon Group, LLC, Nylife Securities LLC, William Lyon, Good Shepard Lutheran Church, Guardian Life Ins Co, Park Avenue Securities, Michael Mackay, William F Mitchell, LLC, Netlaw Inc, Wealthwave, Good Shepherd Lutheran Church Council and Kohl'S Corporation. Schapp has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Transamerica Financial Advisors, Inc is a financial advisory business based out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets between its 59,659 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services are provided. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Vicki Schapp Work History
Vicki has been registered as a financial advisor for 6 years.*
William F Mitchell, LLC
Netlaw Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Wealthwave
Kohl'S Corporation
Michael Mackay
Anthem
Zeiders Enterprises
Good Shepherd Lutheran Church Council
Eagle Strategies LLC
The Lyon Group, LLC
Nylife Securities LLC
William Lyon
Guardian Life Ins Co
Good Shepard Lutheran Church
Guardian Life Ins Co
Park Avenue Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vicki Schapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Falls Church, VA
Campbellsville, KY
Plano, TX
Braintree, MA
Pasadena, CA
Downers Grove, IL
San Antonio, TX
Bridgeport, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
