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SCHAEFER WEALTH MANAGEMENT, INC.

CRD 145992

Visit website

200 S. MARKET STREET, WATERLOO, IL, 62298, United States

Phone

618-939-8828

Fax

618-939-8990

Registration

— (—)

Source

State registered

Total AUM

$82.8M

Discretionary AUM

$77.5M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals296$59.8M

All web addresses on file

Official SEC filing: View on IAPD