Gregory SchaefferCRD Number: 1018654
Current Firm: Coordinated Capital Securities, Inc.
Gregory Schaeffer (CRD# 1018654) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 39 years of experience in the finance industry.
Oneamerica Securities, Inc.
Lpl Financial LLC
|Equity Services, Inc.||Chicago, IL||Feb 1999 - Current||23|
|National Life Of Vermont||Montpeller, VT||Oct 1998 - Current||23|
|Coordinated Capital Securities, Inc.||Kenosha, WI||Sep 1990 - Current||31|
|Norma Merz & Assoc.||Brookfield, WI||Apr 1982 - Current||40|
|Schaeffer Insurance & Assoc||Kenosha, WI||Jan 1981 - Current||41|
|Life Inestors||Cedar Rapids, IA||Jan 1979 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
Total Assets Under Management213MILLIONS
Total Number of Accounts529ACCOUNTS
Average Account Value$403,332
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TX, WI, WV
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