Vicki
Schapp
Transamerica Financial Advisors, Inc
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About this Advisor
Vicki Schapp is a financial advisor based in Cincinnati, Ohio, working with Transamerica Financial Advisors, Inc. Vicki has previously held positions 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, Michael Mackay, Good Shepherd Lutheran Church Council, Kohl's Corporation, William F Mitchell, LLC, Netlaw Inc, and Wealthwave. Vicki has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Vicki is part of Transamerica Financial Advisors, Inc, which operates out of Cincinnati, Ohio. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Vicki Schapp Work History
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
Good Shepard Lutheran Church
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
West Covina, CA
Concord, CA
Villa Park, IL
Cedar Rapids, IA
Port Jefferson Station, NY
San Antonio, TX
Falls Church, VA
Ontario, CA
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