Schaefer Financial Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110110
- SEC number
- 801-34341
- Firm type
- RIA
- Assets under management
- $1.1B as of Mar 26, 2026
- Website
- www.linkedin.com/company/70873060/admin ↗
- Phone
- 303-770-6700
- Address
- 7700 East Arapahoe Road, Centennial, CO, 80112-6108
Advisors at this firm
8 in our index · page 1 of 1
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Rebecca A AardalCRD 5495455 · Centennial, COIA Registered
-
Gavin ForrestCRD 7326675 · Centennial, COIA Registered
-
Lowell Clinton HansenCRD 1477047 · Englewood, COIA Registered
-
Kirsten Shonstrom HollanderCRD 2575553 · Centennial, COIA Registered
-
James Lawrence OwsleyCRD 6367787 · Centennial, COIA Registered
-
Jeffrey Alan SchaeferCRD 1233525 · Englewood, COIA Registered
-
Andrea Noelle SearleCRD 2714705 · Centennial, COIA Registered
-
Henry J SchaeferCRD 7530654 · Centennial, COIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110110 ↗
FINRA BrokerCheck record for firm CRD 110110 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.