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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

DERICK SCHUHART

WealthAbundance Wealth Management

DERICK SCHUHART, a financial fiduciary has been a Paladin Registry member since 2016. He is the owner of WealthAbundance Wealth Management. DERICK holds the Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor , Life Underwriter Training Council Fellow certifications and has over 17 years of experience. DERICK provides financial services to clients in the Menasha, Wisconsin area.

I. Snapshot

A. Registry Member
  • Since 2016
B. Years of Experience
  • 17
C. College Degrees
  • None
D. Certifications
  • AWMA®, CRPC®, LUTCF
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    WealthAbundance provides evidence-based, academic, risk-adjusted portfolios based on science, not the guesswork of a commissioned broker. As a Fiduciary Advisor, that puts it in writing, you'll have confidence knowing that your interest and goals are a priority! Free Markets Work! Let them work for you.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
B. Main Location
  • 1981 Midway Road Suite C
    Menasha, Wisconsin, 54952
C. Telephone
  • 920.202.3765

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • WealthAbundance Wealth Management
B. Relationship to Firm
  • Owner
C. Name of RIA
  • WealthAbundance Wealth Management
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Schwab
  • TCA

V. Credentials

A. Years of Financial Experience
  • 17 Years
B. College, Degrees, Years
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Wisconsin
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 141042
  • IARD: 3058709
  • Insurance: 6524454
E. State Licences
  • Financial Advice, Services for Fees: Wisconsin
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Wisconsin
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • All investing involves risk and cost. Past performance doesn't guarantee future results.
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    WealthAbundance provides evidence-based, academic, risk-adjusted portfolios based on science, not the guesswork of a commissioned broker. As a Fiduciary Advisor, that puts it in writing, you'll have confidence knowing that your interest and goals are a priority! Free Markets Work! Let them work for you.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
  • Other: Weekly emails
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    WealthAbundance uses Institutional investment products, not commissioned-based products. We provide quarterly Investor Education Events so investors are always up to date on investing academic research.

VIII. Clients & Services

A. Types of Clients
  • Business Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • DERICK SCHUHART
Most Recent Update:
  • Feb 4, 2019

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