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The Schaeffer Financial Group, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

The Schaeffer Financial Group, LLC operates in the financial services sector, offering guidance on significant life events and financial milestones to help clients plan for the future. Based in Kenosha, Wisconsin, the firm emphasizes building trust through relationships as it assists individuals with their personal financial planning needs. Securities and investment advice are provided by licensed professionals affiliated with Coordinated Capital Securities, Inc. (CCS), with the two entities distinct but connected for the delivery of services. The company presents itself as a modest, client-focused practice that aims to support families in managing important financial decisions across life’s changes.

Find The Schaeffer Financial Group, LLC employees' phone numbers or email addresses

The Schaeffer Financial Group, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

The Schaeffer Financial Group, LLC's Leadership

  • Stylized image of a person
    B. P.
    Registered Representative
    Mobile Phone

The Schaeffer Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Other
  • Banking

Contact profiles from The Schaeffer Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. P.
    Registered Representative
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is The Schaeffer Financial Group, LLC known for?

Minus sign iconPlus sign iconThe Schaeffer Financial Group, LLC was founded in 1975 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-262-551-****
. Explore The Schaeffer Financial Group, LLC's company overview page for more information.

What is The Schaeffer Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconThe Schaeffer Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Schaeffer Financial Group, LLC email formats with LeadIQ.

How many employees does The Schaeffer Financial Group, LLC have currently?

Minus sign iconPlus sign iconThe Schaeffer Financial Group, LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Schaeffer Financial Group, LLC's key employees and leadership?

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As of August 2026, The Schaeffer Financial Group, LLC's key employees include:

  • Registered Representative: B. P.

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