Schaefer Financial Management, Inc.

Schaefer Financial Management, Inc. (CRD# 110110) is a financial advisory firm headquartered in Centennial, CO. They manage $658,001,811 in 1,586 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    658
    MILLION
  • Total Number of Accounts
    1,586
    ACCOUNTS
  • Average Account Value
    $414,881
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO

Financial Advisors at Schaefer Financial Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Rebecca A. Aardal
CRD#: 5495455
7700 East Arapahoe Road, Suite 265, Centennial, CO 80112

Rebecca Aardal (CRD# 5495455) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Rebecca Aardal 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.

2
Lowell C. Hansen
CRD#: 1477047
7700 E. Arapahoe Road, Suite 265, Englewood, CO 80112

Lowell Hansen (CRD# 1477047) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, CO and has over 23 years of experience in the finance industry. Lowell Hansen 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.

3
Kirsten S. Hollander
CRD#: 2575553
7700 East Arapahoe Road, Suite 265, Centennial, CO 80112

Kirsten Hollander (CRD# 2575553) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has over 23 years of experience in the finance industry. Kirsten Hollander 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.

4
Jerome P. Perkins
CRD#: 6692181
7700 East Arapahoe Road, Suite 265, Centennial, CO 80112

Jerome Perkins (CRD# 6692181) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Jerome Perkins 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.

5
Jeffrey A. Schaefer
CRD#: 1233525
7700 E. Arapahoe Road, Suite 265, Englewood, CO 80112

Jeffrey Schaefer (CRD# 1233525) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, CO and has over 36 years of experience in the finance industry. Jeffrey 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.

6
Andrea N. Searle
CRD#: 2714705
7700 East Arapahoe Road, #265, Centennial, CO 80112

Andrea Searle (CRD# 2714705) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has over 24 years of experience in the finance industry. Andrea Searle 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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