Shaefer Oshefsky, financial advisor Luxemburg WI
93 score

Shaefer Oshefsky

CRD Number: 4555978
Current Firm: Harbour Investments, Inc.

Shaefer Oshefsky (CRD# 4555978) is an Investment Advisor Representative working at Harbour Investments, Inc. in Luxemburg, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Jan 2009 - Current 7
Oshefsky Financial Services Green Bay, WI Jan 2009 - Current 7
Title Town Oil Green Bay, WI Jan 2009 - Sep 2009 < 1
Metlife Financial Services Appleton, WI Jul 2002 - Dec 2008 6
Metlife Securities Inc. Appleton, WI Jul 2002 - Dec 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Shaefer W. Oshefsky
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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