Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Schaefer is a registered representative with U.S. Bancorp Investments, Inc. based in Brookfield, WI. Andrew has been in the securities industry since August 30, 2012 and has licenses to practice in both Broker-Dealer and Investment Advisor roles. Andrew has passed several industry exams, including the Series 7, Series 9, Series 10, Series 24, Series 31 and Series 66 exams. Andrew is also a registered principal with U.S. Bancorp Investments, Inc. and holds a Series 4 license as a Registered Options Principal. Prior to joining U.S. Bancorp Investments, Inc., Andrew was with Robert W. Baird & Co. Incorporated and Woodbury Financial Services, Inc. Andrew specializes in providing financial planning services, portfolio management, and publication of periodicals. Andrew's clients include high-net-worth individuals, corporations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
05/31/2019 - Present
U.s. Bancorp Investments, Inc. (Brookfield WI)
WI
09/30/2015 - 06/20/2019
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
08/27/2012 - 09/25/2015
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
BOTH
Issued 05/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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