Wade Donald Pfau
Investment adviser representative at Retirement Researcher, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Seminars and workshops
Experience
13 years in the industry.
- Retirement Researcher, LLCAug 2018 to now
- Mclean Asset Management CorpMay 2014 to now
- The American CollegeJan 2013 to now
- Instream Solutions, Inc.Jan 2013 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Retirement Researcher, LLC
$0Assets managed
0Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6344036
- Firm CRD
- 297379