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Nicholas Schaaf, CRPC®

Nicholas Schaaf, CRPC®

Financial Advisor

LPL Financial LLC
6121 State Rd. 54
New Port Richey, FL 34653
Office: 813.837.2451, ext. 5006
Mobile: 727.494.9457
Email: nicholas.schaaf@growfinancial.org
Serving Stores: Busch Blvd, New Tampa, Pasco, Spring Hill and Wesley Chapel
Serving States: California, Colorado, Florida, Georgia, Maryland, Nebraska, New York, North Carolina, South Carolina, Texas, Utah and Washington

Nicholas Schaaf strives to make a difference in the lives of the members by assisting them in developing a customized plan that will help ensure a better financial future. He began his career in financial services at Suncoast Credit Union, working his way from a branch employee to a member of their Trust and Investments Department. As a Retirement Plan Consultant, Nick assisted school board employees with planning and saving for retirement. During his time at Suncoast, he obtained the designation of Chartered Retirement Planning Counselor (CRPC). In addition to the CRPC, his professional certifications include Series 7 and Series 66 licenses and licensure with the State of Florida Department of Insurance.

When he’s not making a member’s financial dreams a reality, Nick enjoys trying new barbecue restaurants and exploring local parks in the area with Teresa, his wife of 12 years. They also enjoy kayaking on the many waterways Florida has to offer and attending Atlanta Braves games at least once a year. In 2002, Nick acquired his private pilot license. Through this training, he further developed the skills of careful planning and attention to detail to help ensure safe landings.

Let Nick help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Grow Financial Federal Credit Union and Grow Financial Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Grow Financial Retirement & Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Grow Financial Federal Credit Union or Grow Financial Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT BANK GUARANTEED NOT BANK DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

Grow Financial Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Grow Financial Federal Credit Union to make these referrals, resulting in a conflict of interest. Grow Financial Federal Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.