Andrea Noelle Searle

Employer firm

Schaefer Financial Management, Inc. CRD 110110

$1.11B 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

• 01/2001 → Present
  Schaefer Financial Management, Inc.
  Englewood, CO

Other Businesses

My husband and I have three residential real estate properties located in each of the following cities, including purchase dates: Lone Tree - 1/2006, Highlands Ranch - 3/2011 and Fort Collins - 3/2001. They are not rented by a client, other B/D or RIA. The individual properties are all titled in our joint name. We manage the properties ourselves and I devote approximately five hours or less per month in these investing and managing duties, none of which are devoted during the Firms' normal business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-24
• S65 Uniform Investment Adviser Law Examination
  1996-01-25

Designations

• Certified Financial Planner

Other Names

• Andrea Noelle Kutin
• Andrea Kutin