Stanley J. Schuring, CPA, PFS, CFP® **
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Stan is co-founder of Welgaard and is active in the firm’s financial and tax services, estate planning, management consulting services, and investment services. Stan feels the firm’s most valuable asset is our staff and feels privileged to work with a group of professionals working together to serve our client base. He enjoys getting to know his clients and providing guidance to help them obtain their financial goals. Stan believes that the business of accounting and financial services is infinitely deeper than mere numbers on returns; it’s about connecting with people in a real meaningful sense. From forging strong long-term client relationships to building a successful and thriving firm – accounting is a people business.
FINRA Broker Check
Bachelor of Arts Degree in Business Administration from Central College
Licenses & Memberships
Certified Public Accountant (CPA) licensed in Iowa and Missouri
Personal Financial Specialist (PFS) with the American Institute of Certified Public Accountants
Certified Financial Planning (CFP) designation from College for Financial Planning
Investment Advisor Representative (IAR)
Iowa, Missouri and Kansas Insurance Producer’s License with qualifications in Accident & Health, Life and Variable (IA & KS) contracts
Prepaid Legal and Identity Theft
Registered Representative holding securities licenses Series 6 and 63
Enrolled Agent to practice before the Internal Revenue Service
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
Financial Planning Association (FPA)
Certified Notary Public
Pella Thrift Shop – Past Board Member
Pella Chamber of Commerce - Past President
Pella Convention & Visitors Board – Past Board Member
Pella Community Ambulance Service – Past Board Member
Interests & Hobbies
Hunting, fishing and collecting old fishing lures and equipment
Family activities with children and grandchildren
Attending local high school and college sporting events of all kinds
“Life is what happens while you are making plans.” ~ John Lennon.
We all need to plan but we really never know what is in store for us. All we can do is keep looking up.
* Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor.
** Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and Welgaard Financial Services are independent of ProEquities, Inc. ProEquities provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting, or other services through their independent outside business, but these services are separate and apart from ProEquities.
Please be advised that presently Stan Schuring holds Series 6 and 63 licenses in Iowa, Missouri and Colorado and Mike Ver Meer hold Series 6 and 63 Licenses in Iowa. For residents of other states in which registration is not held, proper license and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risk including possible loss of principal.