WF
William Franz Kim Schaff
CRD 1577475
Certified Financial Planner
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Phocas Financial Corporation | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Phocas Financial Corporation
Ceo, Cfo And Director · 50% – 75% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗