Schaefer Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

200 S Market St, Waterloo, Illinois, 622...

Phone Number

(618) 939-8828

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
2
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1
1
1

About Schaefer Wealth Management

Schaefer Wealth Management is an independent financial advisory firm that has been serving clients since 1989, specializing in comprehensive financial planning, holistic investment management, and retirement income strategies. The firm provides services such as retirement, investment, risk management, legacy and estate, and tax planning, primarily to residents of Illinois and Missouri. Their team of financial experts coordinates and simplifies wealth management plans, ensuring clients receive tailored solutions that align with their priorities and goals. Schaefer Wealth Management is dedicated to maintaining a deep understanding of clients' financial situations, offering clarity and accountability through a unified approach.Explore more
Schaefer Wealth Management's Social MediaPopular SearchesSchaefer Wealth Management IncSchaefer Wealth ManagementFinancial Management? AsSIC Code 62,628NAICS Code 52,523Show more

Schaefer Wealth Management Org Chart

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JG
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Manager, Contract

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RG
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Manager, Client Services

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Financial Services Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schaefer Wealth Managemen...

<$5M
1-10
Private
-
1989
JG
Julie GallagherManager, Contract
<$5M
1-10
Private
-
2013
BK
Brian KragtDirector, Operations
<$5M
1-10
Private
-
1997
RK
Robert KortPrincipal Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2000
PC
Peyton ClarkFinancial Advisor & Assistant
<$5M
1-10
Private
-
2018
JS
Jeremy ShippFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Schaefer Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schaefer Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schaefer Wealth Management.

Schaefer Wealth Management Tech Stack

A closer look at the technologies used by Schaefer Wealth Management

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Frequently Asked Questions Regarding Schaefer Wealth Management

What is Schaefer Wealth Management's official website?
Schaefer Wealth Management's official website is www.schaeferwealthmanagement.com
What is Schaefer Wealth Management's Revenue?
Schaefer Wealth Management's revenue is <$5 Million
What is Schaefer Wealth Management's SIC code?
Schaefer Wealth Management's SIC: 62,628
What is Schaefer Wealth Management's NAICS code?
Schaefer Wealth Management's NAICS: 52,523
How many employees does Schaefer Wealth Management have?
Schaefer Wealth Management has 1-10 employees
What industry does Schaefer Wealth Management belong to?
Schaefer Wealth Management is in the industry of: Finance, Securities Trading
What is Schaefer Wealth Management competition?
Schaefer Wealth Management top competitors include: Phase 2 Wealth Advisors, Kort Advisor Group, Schipper & Osterink, Stockade Wealth Management
What technology does Schaefer Wealth Management use?
Some of the popular technologies that Schaefer Wealth Management uses are: WordPress.org, PHP, NS1, Google Font API
How do I contact Schaefer Wealth Management?
Schaefer Wealth Management contact info: Phone number: (618) 939-8828 Website: www.schaeferwealthmanagement.com
What does Schaefer Wealth Management do?

Schaefer Wealth Management is an independent financial advisory firm that has been serving clients since 1989, specializing in comprehensive financial planning, holistic investment management, and retirement income strategies. The firm provides services such as retirement, investment, risk management, legacy and estate, and tax planning, primarily... to residents of Illinois and Missouri. Their team of financial experts coordinates and simplifies wealth management plans, ensuring clients receive tailored solutions that align with their priorities and goals. Schaefer Wealth Management is dedicated to maintaining a deep understanding of clients' financial situations, offering clarity and accountability through a unified approach.Read More

What are Schaefer Wealth Management social media links?
Schaefer Wealth Management Linkedin page Schaefer Wealth Management Facebook page
Is Schaefer Wealth Management a public company?
Schaefer Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Schaefer Wealth Management

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