Schaefer Wealth Management, Inc.

Schaefer Wealth Management, Inc. (CRD# 145992) is a financial advisory firm headquartered in Waterloo, IL. They manage $53,598,610 in 284 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 S. Market Street, Waterloo, IL 62298
https://www.facebook.com/schaeferwealthmanagementinc
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $188,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Schaefer Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dwight Schaefer, financial advisor Waterloo IL
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 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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