Alex Shcharansky, ChFC®, WMCP®, FSCP®

Family & Personal

Alex and his wife, Tatiana live in Waukee. They have two children, Aida and George. Outside of work, Alex loves to travel around the world with his whole family, preferably to a new destination every time. He enjoys time with family and friends and loves history and politics. In addition to English, Alex is fluent in Russian.

Professional Background

Alex loves to see people pursue their financial goals and manage their wealth. He is an educator at heart and enjoys helping clients approach investing with a clear understanding of financial markets. Alex began his financial career at the New York Commodity Exchange back in 1994. Since then, he has owned his own engineering company, serving clients globally before returning to financial services in 2021 and becoming a Financial Advisor in 2023.

Education

• Graduated from Grinnell College in Political Science

Licenses

• Securities: Series 7, 63 and 65 held through LPL Financial – Offering investment advisory services and securities in multiple states.
• Insurance: Life, Accident and Health, and Variable Life – Offering insurance products and services in multiple states.

Professional Designations (The American College of Financial Services)

• Chartered Financial Consultant (ChFC®)
• Wealth Management Certified Professional (WMCP®)
• Financial Services Certified Professional (FSCP®)