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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Long Schaefer Financial Advisors, Llc | Cincinnati | OH | 01/2019 | Present |
| The Ohio State University Dining Services | Columbus | OH | 08/2014 | 12/2018 |
| Local Cantina | Columbus | OH | 07/2018 | 12/2018 |
| The Ohio State University | Columbus | OH | 08/2014 | 12/2018 |
| Avantax Advisory Services | Cincinnati | OH | 01/2020 | 09/2025 |
| Avantax Investment Services, Inc. | Cincinnati | OH | 01/2020 | 09/2025 |
| Long, Schaefer & Co., Inc. | Cincinnati | OH | 01/2019 | Present |
| Long Schaefer Financial Advisors, Llc | Cincinnati | OH | 07/2020 | Present |
| Helmers, Eckstein & Associates, Llc | Cincinnati | OH | 07/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) LONG, SCHAEFER & CO., INC. POSITION: Staff accountant NATURE: This is the CPA firm in which I am employed. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 01/07/2019 ADDRESS: 9600 Colerain Ave, Suite 204, Cincinnati OH 45251, United States DESCRIPTION: Tax and financial accounting 2) LONG SCHAEFER FINANCIAL ADVISORS, LLC POSITION: Wealth Management Assistant NATURE: Wealth management and advising. Securities offered through Avantax Investment Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2020; 3377 Compton Road, Suite 120, Cincinnati OH 45251, US: I act as an assistant to the advisor, Mike Long, and I help with questions from clients, paperwork, and organization. 3) HELMERS, ECKSTEIN & ASSOCIATES, LLC POSITION: Partner NATURE: Residential rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2025 ADDRESS: 3662 Jessup Rd, Cincinnati OH 45247, United States DESCRIPTION: Property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-27 |
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