Financial ADVSR advisor directory · SEC adviser records
Schaeffer Financial LLC financial advisors in Maryland
Every SEC-registered investment adviser representative at a Schaeffer Financial LLC office in Maryland, by city and A to Z.
The short answer
4 registered advisors work at Schaeffer Financial LLC in Maryland, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Rockville (4). 4 list the CFP designation and 1 are also registered broker representatives.
Schaeffer Financial LLC advisors by city in Maryland
Every firm in Maryland →Schaeffer Financial LLC advisors in Maryland, A to Z
Search by name →- Brandon KeehrRockville · Certified Financial Planner
- Karen P. SchaefferRockville · Certified Financial Planner
- Richard W. SchaefferRockville · Certified Financial Planner
- Kaitlin YardleyRockville · Certified Financial Planner
Schaeffer Financial LLC advisors in every state →Schaeffer Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Schaeffer Financial LLC financial advisors are in Maryland?
4 investment adviser representatives are registered at Schaeffer Financial LLC offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Where in Maryland does Schaeffer Financial LLC have the most advisors?
Rockville, with 4. Schaeffer Financial LLC has advisors in 1 city in Maryland.
How do I check a Schaeffer Financial LLC advisor in Maryland?
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 Schaeffer Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.