Peter Jeremiah Schafer

Employer firm

United Capital Management Of Kansas, Inc. CRD 157755

$885M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 07/2018 → 01/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2008 → 01/2022
  Fidelity Investments
  Denver, CO
• 05/2022 → 08/2024
  First Western Trust
  Denver, CO
• 08/2025 → Present
  United Capital Management Of Kansas, Inc.
  Salina, KS
• 01/2022 → 05/2022
  N/A
  Denver, CO
• 08/2024 → 08/2025
  N/A
  Denver, CO
• 11/2008 → 01/2022
  Fidelity Brokerage Services Llc
  Jacksonville, FL

Previous Registrations

• 2018-07-13 → 2022-02-04
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-10-06 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Greenwood Village, CO

Other Businesses

1. Org Name:Schafer Vacation Rentals | Org Addr:Silverthorne, CO, US | Nature of Bus:Home and Auto Rentals | Invst Rel:Y | Title:CEO | Duties:Creating an online listing for AirBnb, VRBO, and TURO and renting out my house and auto. | Start Dt:12/26/2016 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-05
• S63 Uniform Securities Agent State Law Examination
  2009-01-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst