800.352.5837

Anthony Schau
Anthony J. Schau, CFP®
Regional Vice President, Senior Partner
Areas of Focus
  • Education Funding
  • Retirement
  • Asset Protection
  • Estates
  • Tax Strategies


Phone: 319.351.4307 ext.4325
Location
Iowa City, IA »
Paul Helen Building
209 E Washington Street, Suite 300
Iowa City, IA 52240

Fax: 319.354.9004

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Insuring Against Adversity • Investing for Opportunity
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.

Anthony has worked closely with over 500 physicians, dentists, pharmacists and business professionals in the areas of:

  • College Education Funding Strategies
  • Retirement Strategies
  • Cash Flow Management
  • Own Occupation Disability Insurance
  • Individual Life Insurance
  • Tax Minimizing Strategies*
  • Basic Employee Benefit Review for Medical Professionals*
  • Asset Protection Strategies*
  • Estate Planning*
  • Long Term Care
  • Investment Advisory Services
  • Employee Benefit Analysis & Coordination*

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 31 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 and Marketing Coordinator Stephan Sabo assist in preserving continuation of service. For over 20 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®

Within his community, Anthony is a Charter Member and past President of the Coralville-North Corridor Rotary Club, was Treasurer of the Heritage Christian School in North Liberty, past NAIFA - Iowa State Legislative Chair (National Association of Insurance and Financial Advisors) and current NAIFA – Iowa Regional Trustee. 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.

 

Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2597998/DOFU 7-2019

Anthony’s Support Team


Name: Jill Daly
Title: Client Services Specialist
Phone: 319.351.4307 x4328

Name: Stephan Sabo
Title: Marketing Coordinator
Phone: 319.351.4307 x4322

Iowa City

Paul Helen Building
209 E Washington Street, Suite 300
Iowa City, IA 52240

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.