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Robert Louis Schaefer

Fi3 Financial Advisors, LLC

Indianapolis, IN

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Current Employers
Fi3 Financial Advisors, Llc

8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-01-06
  • IN RA
    APPROVED
    Since 2023-01-06

Branch Locations

8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • 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
Oxford Financial Group, Ltd. Carmel IN 08/1994 12/2021
Fi3 Advisors Indianapolis IN 01/2023 Present
Unemployed/Retired Carmel IN 01/2022 12/2022
  • 08/1994 → 12/2021
    Oxford Financial Group, Ltd.
    Carmel, IN
  • 01/2023 → Present
    Fi3 Advisors
    Indianapolis, IN
  • 01/2022 → 12/2022
    Unemployed/Retired
    Carmel, IN
Previous Registrations
Designations
Other Names
  • Bob Schaefer

View on SEC IAPD

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