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Stephen Edward Shafer

CFS, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
210 PARK AVENUE, OKLAHOMA CITY, OK 73102CRD# 3132505Firm CRD# 118321
01

About

Stephen Edward Shafer is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CFS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CFS, LLC
CARTOGRAPHER
AUM
$81M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CFS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3132505
Firm CRD# 118321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Edward Shafer offer?
Stephen Edward Shafer specializes in Retirement Planning. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Stephen Edward Shafer's credentials?
Stephen Edward Shafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Edward Shafer located?
Stephen Edward Shafer is based in OKLAHOMA CITY, Oklahoma, working with CFS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Stephen Edward Shafer charge for services?
Stephen Edward Shafer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFS, LLC?
CFS, LLC has approximately 4 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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