Rebecca AardalCRD Number: 5495455
Current Firm: Schaefer Financial Management, Inc.
Rebecca Aardal (CRD# 5495455) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, 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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|Schaefer Finanacial Management, Inc.||Centennial, CO||Sep 2003 - Current||13|
Total Assets Under Management486MILLIONS
Total Number of Accounts1,443ACCOUNTS
Average Account Value$336,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO