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Brandon Keehr

Schaeffer Financial LLC

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About Brandon Keehr

Brandon Keehr is a Certified Financial Planner™ professional with Schaeffer Financial LLC. Brandon has been in the financial services industry since 2022. Brandon has offices in both Rockville, MD and Kalamazoo, MI. Brandon specializes in financial planning, investment advisory services and educational seminars. Brandon is registered with FINRA as an Investment Advisor Representative and registered with the state of Michigan.

Firm Information

Brandon Keehr is currently registered with Schaeffer Financial LLC. Schaeffer Financial LLC is an investment advisor based in Rockville, MD. The firm, with 1 licensed agent and 5 investment advisor representatives, manages approximately $223.25 million in regulatory assets under management for 435 accounts. Schaeffer Financial LLC offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They primarily serve high-net-worth individuals (184 clients) and individuals other than high-net-worth (53 clients).
Schaeffer Financial LLC

4612 GREAT OAK ROAD

ROCKVILLE, MD 20853

$223.25M

Assets Under Management

237

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated rates based on est. time spent on specific project

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Brandon Keehr’s Registration & Firm History

MD

01/01/2025 - Present

Schaeffer Financial LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 08/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandon Keehr. Review regulatory record here.
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