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Michael Joseph Schaeffer

Precision Fiduciary Partners, LLC

Austin, TX

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Current Employers
Precision Fiduciary Partners, Llc

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-03
TX RA APPROVED_RES 2025-06-10
  • CA RA
    APPROVED
    Since 2025-10-03
  • TX RA
    APPROVED_RES
    Since 2025-06-10

Branch Locations

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • 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
Axa Distributors Lls New York NY 05/2011 12/2019
Ipx Retirement Denver CO 01/2020 11/2022
Schaeffer Consulting Pasadena CA 02/2022 12/2024
Securities America Advisors, Inc. La Vista NE 02/2022 08/2023
Primerica Financial Services Mission Viejo CA 08/2023 05/2025
Pfs Investments Inc. Mission Viejo CA 09/2023 12/2024
Leafhouse Financial Advisors Austin TX 06/2025 Present
  • 05/2011 → 12/2019
    Axa Distributors Lls
    New York, NY
  • 01/2020 → 11/2022
    Ipx Retirement
    Denver, CO
  • 02/2022 → 12/2024
    Schaeffer Consulting
    Pasadena, CA
  • 02/2022 → 08/2023
    Securities America Advisors, Inc.
    La Vista, NE
  • 08/2023 → 05/2025
    Primerica Financial Services
    Mission Viejo, CA
  • 09/2023 → 12/2024
    Pfs Investments Inc.
    Mission Viejo, CA
  • 06/2025 → Present
    Leafhouse Financial Advisors
    Austin, TX
Previous Registrations
  • 2022-02-09 → 2023-08-09
    Securities America Advisors, Inc.
    Pasadena, CA
  • 2009-02-05 → 2011-05-11
    Valic Financial Advisors, Inc.
    Woodland Hills, CA
    Los Alamitos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
S66 Uniform Combined State Law Examination 2009-02-04
S63 Uniform Securities Agent State Law Examination 1987-11-11
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18
  • S66 Uniform Combined State Law Examination
    2009-02-04
  • S63 Uniform Securities Agent State Law Examination
    1987-11-11
Other Names
  • Mike Schaeffer
  • Michael J Schaeffer
  • Michael Schaeffer

View on SEC IAPD

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ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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