Gerald Boyd Schaefer

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2023 → 04/2025
  Arvest Wealth Management
  Little Rock, AR
• 11/2019 → 11/2023
  Arkansas Teacher Retirement System
  Little Rock, AR
• 02/2019 → 11/2019
  State Of Arkansas
  Little Rock, AR
• 11/2018 → 02/2019
  State Of Arkansas
  Little Rock, AR
• 01/2018 → 11/2018
  Helathscope Benefits
  Little Rock, AR
• 11/2016 → 04/2018
  Baptist Health-Little Rock
  Little Rock, AR
• 09/2015 → 11/2016
  Bank Ozk
  Little Rock, AR
• 04/2025 → Present
  Ameriprise Financial Services, Llc
  Little Rock, AR

Previous Registrations

• 2024-12-10 → 2025-04-03
  Arvest Wealth Management
  Little Rock, AR
  Rogers, AR

Other Businesses

Outside Employment; Oak Tree Premier Management Services LLC; Employee; Manage advisory business; 36 Rahling Circle , Suite 2, Little Rock, AR, 72223; Investment-Related; 04/03/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-09

Other Names

• Boyd Schaefer
• Gerald Boyd Schaefer