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Andrea Noelle Searle

Schaefer Financial Management, Inc.

Centennial, CO

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Current Employers
Schaefer Financial Management, Inc.

7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2005-03-24
  • CO RA
    APPROVED
    Since 2005-03-24

Branch Locations

7700 East Arapahoe Road, #265, Centennial, CO 80112 • 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
Schaefer Financial Management, Inc. Englewood CO 01/2001 Present
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-24
S65 Uniform Investment Adviser Law Examination 1996-01-25
  • S63 Uniform Securities Agent State Law Examination
    1997-04-24
  • S65 Uniform Investment Adviser Law Examination
    1996-01-25
Designations
Other Names
  • Andrea Noelle Kutin
  • Andrea Kutin

View on SEC IAPD

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