Lisa Schaefer

Current Employers

Employment History

• 07/2023 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 07/2023 → 08/2023
  Minnesota Life Insurnace Co
  St Paul, MN
• 07/2023 → 02/2025
  Finacial Advantage Associates
  Rockville, MD
• 06/2018 → 01/2020
  Biotechnology Innovation Organization (Bio)
  Washington, DC
• 09/2015 → 06/2018
  Securities Industry & Financial Markets Association (Sifma)
  Washington, DC
• 02/2020 → 09/2021
  Unemployed
  Chevy Chase, MD
• 09/2021 → 02/2025
  Le Family Room Llc
  Chevy Chase, MD
• 08/2023 → 02/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2023 → 02/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Kfa Private Wealth Group, Llc
  Tysons, VA

Previous Registrations

• 2023-11-27 → 2025-03-03
  Cetera Investment Advisers Llc
  Rockville, MD

Other Businesses

1) NAME OF OTHER BUSINESS: N/A - LISA SCHAEFER; INVESTMENT RELATED: NO; ADDRESS: 4000 ARLINGTON BLVD ARLINGTON, VA 22204; NATURE OF BUSINESS: FINANCIAL LITERACY EDUCATION; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DELIVER FINANCIAL LITERACY EDUCATION PRESENTATIONS TO THE GOVERNMENT EMPLOYEE.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-01
• S65 Uniform Investment Adviser Law Examination
  2022-10-27