Olivia Schaefer (CRD# 7418005) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Deerfield, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs & Co | Deerfield, IL | Jul 2021 - Current | 1 |
| Depaul University | Chicago, IL | Aug 2020 - Jun 2021 | < 1 |
| School | Multiple, IL | May 2011 - Jun 2021 | 10 |
| Ostrow Reisin Berk & Abrams | Chicago, IL | Jan 2021 - May 2021 | < 1 |
| 2337 N Lincoln Corporation Dba The Dime | Chicago, IL | Jun 2020 - Oct 2020 | < 1 |
| Ann Taylor | Lexington, KY | Jan 2020 - Apr 2020 | < 1 |
| Baker Tilly | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Anderson Communities | Lexington, KY | Mar 2019 - May 2019 | < 1 |
| Bear & The Butcher | Lexington, KY | Oct 2017 - Dec 2018 | 1 |
| Shakou Japanese Cuisine | Park Ridge, IL | May 2017 - Aug 2017 | < 1 |
| Park Ridge Park District | Park Ridge, IL | May 2014 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- IL
-
Total Assets Under Management28,619MILLIONS
-
Total Number of Accounts68,279ACCOUNTS
-
Average Account Value$419,147
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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