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
Education
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)
Community Involvement
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
Pella State Bank - 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
Favorite Quote
“Life is what happens while you are making plans.” ~ John Lennon.
*Check the background of your financial professional on FINRA's BrokerCheck.
Avantax WM Holdings? is the holding company for the group of companies providing financial services under the Avantax? name. *Investment advisory services are offered through Avantax Planning Partners?. ^Commission-based brokerage services are offered through Avantax Investment Services?, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners?. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors.
Although Avantax? does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.