Schaefer Financial Management, Inc.
Schaefer Financial Management, Inc. (CRD# 110110) is a financial advisory firm headquartered in Centennial, CO. They manage $742,733,453 in 1,974 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management743MILLION
-
Total Number of Accounts1,974ACCOUNTS
-
Average Account Value$376,258
- 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
AZ, CA, CO, NH, TX
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.
Lowell Hansen (CRD# 1477047) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, CO and has over 27 years of experience in the finance industry.
Kirsten Hollander (CRD# 2575553) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has over 26 years of experience in the finance industry.
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.
Jeffrey Schaefer (CRD# 1233525) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, CO and has over 40 years of experience in the finance industry.
Andrea Searle (CRD# 2714705) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has over 28 years of experience in the finance industry.
Henry Schaefer (CRD# 7530654) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry.