1. Wealthminder
  2. Westerville, OH
  3. Log in
  1. Log in
Steve Schaefer, financial advisor Westerville OH

Steve Schaefer

CRD Number: 5085596
Current Firm: Eagle Eye Advisory LLC
Compensation Model: Fee Only
Steve Schaefer (CRD# 5085596) is an Investment Advisor Representative working at Eagle Eye Advisory LLC in Lewis Center, OH and has over 11 years of experience in the finance industry.
CONTACT
Similar Advisors
Teresa Owsley, financial advisor Westerville OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Westerville OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Fred Abbott, financial advisor Westerville OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Company Name Location Dates Years
Eagle Eye Adviosry LLC Columbus, OH Jan 2006 - Current 18
Netmarket Group/cms/affinion Group Dublin, OH Jan 2000 - Dec 2014 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Steve A. Schaefer
,
Phone Number: 614-352-2637
Advisor Website: http://eagle-eye-advisory.com
Firm Website: http://eagle-eye-advisory.com/
Registered State(s):
  • FL
  • OH
Current Firm Details
Eagle Eye Advisory LLC
Firm's CRD Number: 138771
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $256,600
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Ready to hire a financial advisor? Get competitive proposals from Steve Schaefer and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.