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Chief Compliance Officer · Schaefer Financial Management, Inc.

Rebecca A Aardal

CRD 5495455 · Named on Form ADV at one SEC-registered adviser

At a glance

Schaefer Financial Management, Inc., an SEC-registered wealth manager based in Centennial, CO with $1.1 billion in regulatory assets, lists Rebecca A Aardal on its Form ADV as Chief Compliance Officer.

Firms and roles

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Rebecca’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rebecca’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.