Chad Mitchell Schafer

Employer firm

Schafer Investment Group, Inc. CRD 337977

$52.0K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Schafer Investment Group, Inc.
  Mt. Pleasant, MI
• 07/2019 → Present
  Chad M Schafer, Cpa, Pc
  Mt. Pleasant, MI
• 10/2015 → 06/2019
  H & S Companies
  Mt. Pleasant, MI

Other Businesses

1) Chad M Schafer, CPA, PC; Not investment-related; 2100 E. Remus Road, Suite C, Mt. Pleasant, MI, 48858; CPA firm; President; 7/2019; 160 hours; 100 during trading hours; Provides tax and accounting services, responsible for bookkeeping and payroll 2) Isabella Community Credit Union; Investment-related; Mount Pleasant, MI. 48858; Credit Union; Board Member - Treasurer; 11/2019; 2 hours per month; 0 during trading hours; Board member and treasurer for the credit union

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-25

Other Names

• Chad Schafer