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Brandon M Schaefer

W.A. Smith Financial Group

Sandusky, OH

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Current Employers
W.A. Smith Financial Group

4604 Timber Commons Drive, Sandusky, OH 44870 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-11
  • OH RA
    APPROVED
    Since 2025-06-11

Branch Locations

4604 Timber Commons Drive, Sandusky, OH 44870 • 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
Thrivent Investment Management Inc Minneapolis MN 07/2022 07/2024
Unemployed Lakewood OH 01/2022 07/2022
Neighborhood Loans Chicago/Remote IL 09/2021 01/2022
Self-Employed Lakewood OH 03/2021 09/2021
Guaranteed Rate Chicago/Remote IL 11/2020 03/2021
Mutual Of Omaha Mortgage Seven Hills OH 12/2018 11/2020
Bbmc Mortgage Seven Hills OH 08/2016 12/2018
Thrivent Financial Appleton WI 08/2022 07/2024
W.A. Smith Financial Sheffield Village OH 07/2024 Present
  • 07/2022 → 07/2024
    Minneapolis, MN
  • 01/2022 → 07/2022
    Unemployed
    Lakewood, OH
  • 09/2021 → 01/2022
    Neighborhood Loans
    Chicago/Remote, IL
  • 03/2021 → 09/2021
    Self-Employed
    Lakewood, OH
  • 11/2020 → 03/2021
    Guaranteed Rate
    Chicago/Remote, IL
  • 12/2018 → 11/2020
    Mutual Of Omaha Mortgage
    Seven Hills, OH
  • 08/2016 → 12/2018
    Bbmc Mortgage
    Seven Hills, OH
  • 08/2022 → 07/2024
    Thrivent Financial
    Appleton, WI
  • 07/2024 → Present
    W.A. Smith Financial
    Sheffield Village, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28

View on SEC IAPD

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