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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2005
- Office Locations
- 4
Office Locations
About Schaeffer Financial LLC
Schaeffer Financial LLC is a retail-focused RIA providing financial planning and ongoing portfolio management, including tax and estate planning, insurance and legacy planning, and business-succession guidance. The firm emphasizes asset allocation, risk management, and portfolio construction using ETFs and mutual funds (including annuities and fixed income). Custody includes Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KAREN PATRICIA SCHAEFFER
Managing Member
- CRD
- #705691
- Ownership
- 50% but less than 75%
KAITLIN YARDLEY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5336245
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Claire Ramzy Dwyer
--
- CRD
- #6570914
Brandon Keehr
--
- CRD
- #7569252
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,695,379 | $1,043,301 |
| Non-Discretionary | $0 | -- |
| Total | $257,695,379 | $1,043,301 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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