What departments does Schaefer Financial Management have?

Schaefer Financial Management has employees across 2 departments including Marketing, Finance.

What is the largest department at Schaefer Financial Management?

The largest department at Schaefer Financial Management is Finance with 7 employees.

Where are Schaefer Financial Management employees located globally?

Schaefer Financial Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Schaefer Financial Management's team size changed over time?

Schaefer Financial Management's team has decreased from approximately 11 to 8 employees based on available data.

Schaefer Financial Management Employee Directory

Financial ServicesColorado, United States11-50 Employees

Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation.

As your wealth management partner, our mission is to bring you and your financial goals together. We’re here to guide you on your financial journey with a customized plan that works for you. Our personalized service will get you where you want to go with direct and achievable advice. We take the time, we build the trust, and we bring the pieces of your financial picture together as your wealth management planning partners.

Find Schaefer Financial Management employees' phone numbers or email addresses

Schaefer Financial Management Global Highlights

North America
16

United States Of America
16

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Schaefer Financial Management's Leadership

J. S.
President
Mobile Phone
Email
T. T.
President
Mobile Phone
Email
D. J.
Director Of Client Services
Mobile Phone
Email
R. P.
Wealth Management Associate/Marketing Director
Mobile Phone
Email
G. F.
Wealth Management Associate
Mobile Phone
Email
L. H.
Investment Advisor
Mobile Phone
Email
H. S.
Financial Planner
Mobile Phone
Email
K. H.
Financial Advisor
Mobile Phone
Email

Schaefer Financial Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Schaefer Financial Management

Name

Title

Contact Info

Location

Last Update

J. S.
President
Mobile Phone
Email
United StatesColorado
Feb 18, 2026
T. T.
President
Mobile Phone
Email
Oct 17, 2024
D. J.
Director Of Client Services
Mobile Phone
Email
United StatesColorado
Oct 18, 2025
R. P.
Wealth Management Associate/Marketing Director
Mobile Phone
Email
United StatesColorado
Jun 30, 2025
G. F.
Wealth Management Associate
Mobile Phone
Email
Oct 19, 2025
L. H.
Investment Advisor
Mobile Phone
Email
United StatesColorado
Feb 18, 2026
H. S.
Financial Planner
Mobile Phone
Email
United StatesColorado
Oct 27, 2025
K. H.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Nov 05, 2025
R. A.
Financial Planner
Mobile Phone
Email
United StatesColorado
Feb 18, 2026
A. S.
Certified Financial Planner
Mobile Phone
Email
United StatesColorado
Sep 10, 2025

Frequently Asked Questions

What is Schaefer Financial Management known for?

Schaefer Financial Management was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 7700 East Arapahoe Road Suite 265 Centennial, Colorado 80112 United States. Explore Schaefer Financial Management's company overview page for more information.

What is Schaefer Financial Management's most common email format?

Schaefer Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schaefer Financial Management email formats with LeadIQ.

How many employees does Schaefer Financial Management have currently?

Schaefer Financial Management has approximately 11 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Schaefer Financial Management's key employees and leadership?

As of March 2026, Schaefer Financial Management's key employees include:

President: J. S.
President: T. T.
Director Of Client Services: D. J.
Wealth Management Associate/Marketing Director: R. P.
Wealth Management Associate: G. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking