Rebecca Aardal, financial advisor Centennial CO

Rebecca Aardal

CRD Number: 5495455
Current Firm: Schaefer Financial Management, Inc.

Rebecca Aardal (CRD# 5495455) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Rebecca Aardal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schaefer Finanacial Management, Inc. Centennial, CO Sep 2003 - Current 17

Rebecca Aardal has no recent exams reported.
Contact Info for Rebecca A. Aardal
Phone Number: 303-770-6700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    1,668
    ACCOUNTS
  • Average Account Value
    $403,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO

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