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Kaitlin Yardley

Schaeffer Financial LLC

Rockville, MD

Houston, TX

CRD 5336245

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Employer firm

Schaeffer Financial LLC CRD 133697

$258M regulatory AUM 247 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Schaeffer Financial Llc

4612 Great Oak Road, Rockville, MD 20853 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-12
  • TX RA
    APPROVED
    Since 2015-01-12

Branch Locations

4612 Great Oak Road, Rockville, MD 20853 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schaeffer Financial, Llc Rockville MD 08/2014 05/2019
Schaeffer Financial, Llc Rockville MD 05/2019 06/2025
Schaeffer Financial, Llc Rockville MD 06/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Kaitlin K Schaeffer
  • Kaitlin Kelly Schaeffer
  • Kaitlin Kelly Schaeffer Yardley
  • Kaitlin Kelly Schaeffer Yardley

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC

Nearby Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier

Nearby Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

More in Rockville, MD

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