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Jeffrey Alan Schaefer

Schaefer Financial Management, Inc.

Englewood, CO

CRD 1233525

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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:

Current Employers
Schaefer Financial Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-23
CA RA APPROVED 2023-05-04
NH RA APPROVED 2023-05-04
TX RA APPROVED 2023-05-04
CO RA APPROVED 1999-01-01
  • AZ RA
    APPROVED
    Since 2023-06-23
  • CA RA
    APPROVED
    Since 2023-05-04
  • NH RA
    APPROVED
    Since 2023-05-04
  • TX RA
    APPROVED
    Since 2023-05-04
  • CO RA
    APPROVED
    Since 1999-01-01

Branch Locations

7700 E. Arapahoe Road Suite 265, Englewood, 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 07/2001 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-28
  • S63 Uniform Securities Agent State Law Examination
    1984-02-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

GENEOS WEALTH MANAGEMENT, INC.
BLUE SKY ASSET MANAGEMENT, LLC
CWM, LLC

Nearby Investors

PAMALA ANN REICHERT
TONY GENE GRIEPENTROG
RYAN ALLEN HOBBS

Nearby Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO

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