Stephen Schaeffer (CRD# 4173707) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hilltop Securities Independent Network Inc. | Dallas, TX | Jan 2017 - Current | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2017 | 2 |
| Morgan Stanley Smith Barney | Sioux City, IA | Jun 2009 - Jan 2017 | 7 |
| Citigroup Global Markets Inc. | Sioux City, IA | Mar 2000 - Jan 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- CA
- CO
- IA
- ME
- MA
- MI
- MO
- NE
- NC
- SD
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Total Assets Under Management1,117MILLIONS
-
Total Number of Accounts3,528ACCOUNTS
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Average Account Value$316,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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