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Jeffrey Alan Schaefer

SCHAEFER FINANCIAL MANAGEMENT, INC.·CENTENNIAL, Colorado
Clean recordSCHAEFER FINANCIAL MANAGEMENT, INC.
7700 EAST ARAPAHOE ROAD, CENTENNIAL, CO 80112-6108CRD# 1233525Firm CRD# 110110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Alan Schaefer · CENTENNIAL, CO
Registration
CRD #1233525 · SCHAEFER FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Alan Schaefer is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with SCHAEFER FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHAEFER FINANCIAL MANAGEMENT, INC.
SCHAEFER FINANCIAL MANAGEMENT, INC.
AUM
$888M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SCHAEFER FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1233525
Firm CRD# 110110
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Alan Schaefer offer?
Jeffrey Alan Schaefer specializes in Financial Planning, Investment Management. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Jeffrey Alan Schaefer's credentials?
Jeffrey Alan Schaefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Schaefer located?
Jeffrey Alan Schaefer is based in CENTENNIAL, Colorado, working with SCHAEFER FINANCIAL MANAGEMENT, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Jeffrey Alan Schaefer charge for services?
Jeffrey Alan Schaefer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHAEFER FINANCIAL MANAGEMENT, INC.?
SCHAEFER FINANCIAL MANAGEMENT, INC. has approximately 9 employees and manages $888M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHAEFER FINANCIAL MANAGEMENT, INC.

Rebecca A Aardal
CENTENNIAL, CO
Kenneth Ray Schaefer
CENTENNIAL, CO

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