Justin Schaeffer, financial advisor Wyomissing PA
89 score

Justin Schaeffer

CRD Number: 5934078
Current Firm: Waddell & Reed

Justin Schaeffer (CRD# 5934078) is an Investment Advisor Representative working at Waddell & Reed in Wyomissing, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wyomissing PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Frederick Hubler, Jr., financial advisor Wyomissing PA
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, Inc.
Score
103
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Wyomissing PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Reading, PA Sep 2013 - Current 3
Waddell & Reed Inc. Wyomissing, PA Apr 2013 - Current 3
Sydney Schaeffer Wyomissing, PA Jan 1991 - Current 25
N/a Wyomissing, PA Jun 2011 - Apr 2013 1
Unemployed Reading, PA Sep 2010 - Jun 2011 < 1
Metropolitan Management Group Wyomissing, PA Jun 2008 - Sep 2010 2
Unemployed Reading, PA May 2008 - Jun 2008 < 1
Alternative Consulting Ent. Shillington, PA Aug 2003 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Justin D. Schaeffer
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • GA
  • NJ
  • NC
  • SC
  • VA
  • PA
  • FL
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Justin Schaeffer and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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.