Inactive

Henry J Schaefer

Schaefer Financial Management, Inc.

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Current Employers

Schaefer Financial Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-05-25

CO RA
APPROVED

Since 2022-05-25

Branch Locations

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

Organization	City	State	From	To
Schaefer Financial Management	Centennial	CO	07/2021	Present
University Of Colorado	Boulder	CO	08/2016	05/2021

07/2021 → Present

Schaefer Financial Management

Centennial, CO
08/2016 → 05/2021

University Of Colorado

Boulder, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-19

S65 Uniform Investment Adviser Law Examination

2022-05-19

Designations

View on SEC IAPD

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Other Investors

Emmanuel Eliason

GREG MICHAEL PAPANTONIO

TREVOR RAY JENSON

BRIAN JAMES LOISEAU

RYAN SHANE WEEKS

Michael John Russo

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO

PLANPILOT · Centennial, CO

TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO

RFG ADVISORY, LLC · Centennial, CO

RFG ADVISORY, LLC · CENTENNIAL, CO

FI401K ADVISORS · CENTENNIAL, CO

THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO

GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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