Financial ADVSR advisor directory · SEC adviser records
Schaefer Financial Management, Inc. financial advisors in Colorado
Every SEC-registered investment adviser representative at a Schaefer Financial Management, Inc. office in Colorado, by city and A to Z.
The short answer
8 registered advisors work at Schaefer Financial Management, Inc. in Colorado, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Centennial (6). 7 list the CFP designation and 0 are also registered broker representatives.
Schaefer Financial Management, Inc. advisors by city in Colorado
Every firm in Colorado →Schaefer Financial Management, Inc. advisors in Colorado, A to Z
Search by name →- Rebecca A. AardalCentennial · Certified Financial Planner
- Gavin ForrestCentennial · Certified Financial Planner
- Lowell C. Hansen IIIEnglewood · Certified Financial Planner
- Kirsten S. HollanderCentennial · Certified Financial Planner
- James L. Owsley IIICentennial
- Henry J. SchaeferCentennial · Certified Financial Planner
- Jeffrey A. SchaeferEnglewood · Certified Financial Planner
- Andrea N. SearleCentennial · Certified Financial Planner
Schaefer Financial Management, Inc. advisors in every state →Schaefer Financial Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Schaefer Financial Management, Inc. financial advisors are in Colorado?
8 investment adviser representatives are registered at Schaefer Financial Management, Inc. offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Schaefer Financial Management, Inc. have the most advisors?
Centennial, with 6, then Englewood (2). Schaefer Financial Management, Inc. has advisors in 2 cities in Colorado.
How do I check a Schaefer Financial Management, Inc. advisor in Colorado?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Schaefer Financial Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.