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Brittani Corren Schaefer

RFG Advisory, LLC

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About Brittani Corren Schaefer

Brittani Corren Schaefer is a financial advisor at RFG Advisory, LLC. Brittani has been in the financial industry since 2014 and has experience working with individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. Brittani is a Certified Financial Planner and a Chartered Financial Consultant. Brittani provides financial planning, portfolio management, and educational seminars. Brittani's previous experience includes working at Arete Wealth Management, LLC and Edward Jones.

Firm Information

Brittani Schaefer is currently registered with RFG Advisory, LLC. RFG Advisory, LLC is an investment advisor headquartered in VESTAVIA HILLS, AL. The firm provides financial planning, pension consulting, and educational seminars to individuals, corporations, and trusts. They have over 84 licensed agents, 122 investment advisor representatives, and 75 registered representatives. RFG Advisory, LLC manages over $3.8 billion in assets for over 17,871 clients.
RFG Advisory, LLC

1400 URBAN CENTER DRIVE

VESTAVIA HILLS, AL 35242-2245

$3.86B

Assets Under Management

8

Total Clients

120

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Brittani Schaefer’s Registration & Firm History

MO

04/30/2024 - Present

RFG Advisory, LLC (CREVE COEUR MO)

MO

09/11/2020 - 05/15/2024

ARETE WEALTH MANAGEMENT, LLC (St. Louis MO)

MO

06/24/2014 - 09/15/2020

EDWARD JONES (FENTON MO)

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Licenses & Designations

BOTH

Issued 07/18/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brittani Corren Schaefer. Review regulatory record here.
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