Schaefer Wealth Management, Inc.

Schaefer Wealth Management, Inc. (CRD# 145992) is a financial advisory firm headquartered in Waterloo, IL. They manage $35,962,285 in 428 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
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.


Financial Advisors at Schaefer Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Dwight J. Schaefer
CRD#: 1966520
200 S. Market Street, Waterloo, IL 62298

Dwight Schaefer (CRD# 1966520) is an Investment Advisor Representative working at Schaefer Wealth Management, Inc. in Waterloo, IL and has over 27 years of experience in the finance industry.

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