CRD: 110110
Schaefer Financial Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-1989
- Office Locations
- 1
Office Locations
About Schaefer Financial Management, Inc.
Schaefer Financial Management, Inc. is a Colorado-based RIA providing integrated financial planning and investment management for retail clients. The team coordinates with outside professionals and builds portfolios alongside the financial plan, with an explicit focus on tax-aware implementation. Reported portfolios lean heavily on ETFs, and custody relationships include Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY ALAN SCHAEFER
Certified Financial Planner, Chairman, President
- CRD
- #1233525
- Ownership
- 75% or more
REBECCA A AARDAL
Chief Compliance Officer
- CRD
- #5495455
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gavin Forrest
Wealth Management Associate
- CRD
- #7326675
LOWELL CLINTON HANSEN III
Certified Financial Planner
- CRD
- #1477047
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,114,890,977 | $627,754 |
| Total | $1,114,890,977 | $627,754 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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