SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD #110110 SEC #801-34341 CENTENNIAL, CO 303-770-6700
SEC Registered
Total AUM
$979.1M
Discretionary
$0
Employees
9
Clients
251
Accounts
1,810
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AARDAL, REBECCA, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARDAL, REBECCA, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARDAL, REBECCA, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARDAL, REBECCA, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARDAL, REBECCA, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, KENNETH, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT AND CCO | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
| SCHAEFER, JEFFREY, ALAN | I | PRESIDENT, CHAIRMAN, SOLE SHAREHOLDER | E | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL MA NC NH NY TX
Address
7700 EAST ARAPAHOE ROADSUITE 265
CENTENNIAL, CO 80112-6108
United States
Phone: 303-770-6700