Shaffer Capital

Shaffer Capital (CRD# 150106) is a financial advisory firm headquartered in Westerville, OH. They manage $73,301,407 in 222 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $330,187
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
  • Pension consulting services
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.

OH, TX

Financial Advisors at Shaffer Capital
Showing 1 - 2 of 2 top financial advisors.
1
Keith J. McLean
CRD#: 5315082
550 Polaris Parkway, Suite 130, Westerville, OH 43082
96
Wealthminder
score

Keith McLean (CRD# 5315082) is an Investment Advisor Representative working at Shaffer Capital in Westerville, OH and has over 5 years of experience in the finance industry. Keith McLean 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
Matthew E. Shaffer
CRD#: 2506433
550 Polaris Parkway, Suite 130, Westerville, OH 43082
96
Wealthminder
score

Matthew Shaffer (CRD# 2506433) is an Investment Advisor Representative working at Shaffer Capital in Westerville, OH and has over 21 years of experience in the finance industry. Matthew Shaffer 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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