Paul Leonard Schaefer

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2010 → 09/2020
  Raymond James Financial Services, Inc.
  Waukesha, WI
• 09/2011 → 09/2020
  Raymond James Financial Services Advisors Inc.
  Waukesha, WI
• 09/2020 → 12/2024
  Kowal Investment Group, Llc
  Waukesha, WI
• 09/2020 → 12/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 12/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-09-30 → 2024-12-31
  Kowal Investment Group, Llc
  Brookfield, WI
• 2011-09-19 → 2020-10-12
  Raymond James Financial Services Advisors, Inc
  Waukesha, WI
  Waukesha, WI

Exams

• S66 Uniform Combined State Law Examination
  2011-09-14