Kevin Schaefer, financial advisor Scottsdale AZ

Kevin Schaefer

CRD Number: 5645639
Current Firm: Spirit West Advisors, LLC

Kevin Schaefer (CRD# 5645639) is an Investment Advisor Representative working at Spirit West Advisors, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry. Kevin Schaefer 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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Professional Designations
Company Name Location Dates Years
Spirit West Advisors, LLC Scottsdale, AZ Jan 2017 - Current 7
Spirit West Certified Planning, LLC Scottsdale, AZ Aug 2014 - Current 9
39th Street Properties, LLC Scottsdale, AZ Jul 2005 - Current 18
Mojave Land Group, LLC Scottsdale, AZ Aug 2004 - Current 19
Gradient Advisors, LLC Arden Hills, MN Aug 2014 - Jan 2017 2
Client One Secuirites, LLC Leawood, KS Jan 2012 - Aug 2014 2
Grand Canyon Planning Associates Scottsdale, AZ Aug 2006 - Aug 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kevin M. Schaefer
Phone Number: 480-306-7823
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $129,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, TX

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