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Lowell Clinton Hansen

Schaefer Financial Management, Inc.

Englewood, CO

CRD 1477047

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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
CO RA APPROVED 2007-02-02
  • CO RA
    APPROVED
    Since 2007-02-02

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 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-01
S63 Uniform Securities Agent State Law Examination 1996-12-17
  • S65 Uniform Investment Adviser Law Examination
    2007-02-01
  • S63 Uniform Securities Agent State Law Examination
    1996-12-17
Designations
  • Certified Financial Planner
Other Names
  • Beeb Hansen
  • Lowell Clinton Iii Hansen

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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