Schaeffer Financial LLC
Schaeffer Financial LLC (CRD# 133697) is a financial advisory firm headquartered in Rockville, MD. They manage $147,506,780 in 445 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management148MILLION
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Total Number of Accounts445ACCOUNTS
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Average Account Value$331,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, MD, NY, PA, TX, VA
Karen Schaeffer (CRD# 705691) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 37 years of experience in the finance industry. Karen Schaeffer 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.
Richard Schaeffer (CRD# 1202659) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 33 years of experience in the finance industry. Richard Schaeffer 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.
Jared Lund (CRD# 6311393) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry. Jared Lund 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.
Kaitlin Yardley (CRD# 5336245) is an Investment Advisor Representative working at Schaeffer Financial LLC in Houston, TX and has 1 year of experience in the finance industry. Kaitlin Yardley 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.