Kari SchafferCRD Number: 3015611
Current Firm: L.m. Kohn & Company
Kari Schaffer (CRD# 3015611) is an Investment Advisor Representative working at L.m. Kohn & Company in Waverly, IA and has over 16 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|L.m. Kohn & Company||Cincinnati, OH||Jul 2001 - Current||16|
|Paradigm Benefits, LLC||Waverly, IA||Nov 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management559MILLIONS
Total Number of Accounts1,793ACCOUNTS
Average Account Value$311,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WV