Paul Schafer, financial advisor Springfield IL
76 score

Paul Schafer

CRD Number: 4603358
Current Firm: 1st Global Advisors Inc.

Paul Schafer (CRD# 4603358) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Springfield, IL and has over 7 years of experience in the finance industry. Paul Schafer 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.

Similar Advisors
Melody Anderson, financial advisor Springfield IL
Melody A. Anderson
CRD# 1728512
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Armour, financial advisor Springfield IL
Michael K. Armour
CRD# 4553676
Cetera Investment Advisers LLC
Score
96
Similar Advisors
Rebecca Baum, financial advisor Springfield IL
Rebecca M. Baum
CRD# 1003443
Wells Fargo Advisors, LLC
Score
96
Professional Designations
Company Name Location Dates Years
1st Global Advisors, Inc. Springfield, IL Dec 2008 - Current 8
1st Global Capital Corp. Springfield, IL Dec 2008 - Current 8
Eck, Schafer & Punke, LLP Springfield, IL Nov 1994 - Current 22
Wealth Management Services, LLC Springfield, IL Sep 1998 - Mar 2009 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paul F. Schafer
Phone Number: 214-294-5000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Paul Schafer and other advisors.
BADGES
76

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.