Anthony J. Schau, CFP®
Regional Vice President
Insuring against adversity, investing for opportunity, and planning for both.
Established in 1992, Anthony is an industry expert with a practice specializing in the development of financial strategies for medical and business professionals and their families. Following an introduction, Anthony assists his clients in clearly identifying their individual financial goals and, upon analyzing their current financial position, creates a customized financial strategy to recommend. Once put in place, Anthony sets specific dates to review and update your strategy.
Located in Iowa City, IA, Anthony is a frequent speaker to student and resident physician groups at the Carver College of Medicine, The University of Iowa Hospitals & Clinics, Des Moines Methodist Hospital, University of Colorado-Denver, and the University of Pittsburgh Medical Center. Anthony takes great pride in helping to educate medical professionals of the increasing financial issues pertinent to their careers in today’s marketplace. He is also a sought-after resource to many institutions and businesses throughout the Midwest regarding protection, accumulation, and distribution strategies.
Anthony is securities registered in 33 states and has committed his practice to maintaining close relationships with his clients located in Iowa and across the country. Client Service Specialist Jill Daly, Marketing Coordinator Stephan Sabo, and Business Processor Heaven French assist in preserving the continuation of service.
For nearly 30 years, Anthony’s philosophy has centered on working with a select number of medical professionals per year, focusing on a commitment to success through personalized recommendations from a trusted resource.
Anthony is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, and a recipient of the CERTIFIED FINANCIAL PLANNER® practitioner designation.
Within his community, Anthony is a Charter Member and past president of the Coralville-North Corridor Rotary Club, past treasurer of the Heritage Christian School in North Liberty, and past president of Iowa NAIFA (National Association of Insurance and Financial Advisors).
As a graduate of the University of Iowa, Anthony is a devoted Hawkeye fan and enjoys hunting, fishing, and snow and water skiing in his free time.
He resides in North Liberty with wife Kimberly and their three children.
For medical professionals:
Anthony has worked closely with over 500 physicians, dentists, and pharmacists on their personal and business planning.
- College education funding strategies
- Retirement strategies
- Own occupation disability insurance
- Individual life insurance
- Tax minimizing strategies*
- Basic employee benefits review for medical professionals*
- Asset protection strategies*
- Estate planning*
Anthony has helped pre-retirees with income distribution strategies to provide a sense of security throughout the retirement years.
- Cash flow management
- Retirement income projections
- Asset protection strategies
- Investment advisory services
- Long-term care
Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2597998/DOFU 7-2019
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.