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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Patricia Schaeffer is an investment advisor representative with Schaeffer Financial LLC. Karen has been in the industry for over 40 years. She is registered as an Investment Adviser Representative in Maryland. Karen has a number of designations, including Certified Financial Planner. Karen has experience providing financial planning, educational seminars, and selection of other advisers. Her firm has a total of 237 clients and manages $223,248,023 in assets. Schaeffer Financial LLC provides financial planning, educational seminars, selection of other advisers, portfolio management for individuals, and portfolio management for businesses. Karen is a member of the Board of Directors of the Lincoln Institute of Land Policy.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Negotiated rates based on est. time spent on specific project
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2
MD
01/03/2005 - Present
Schaeffer Financial LLC (ROCKVILLE MD)
MD
04/22/1989 - 11/29/1999
H. BECK, INC. (ROCKVILLE MD)
NA
10/20/1988 - 04/26/1989
CAREY JAMISON & COMPANY
NY
03/30/1987 - 10/19/1988
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
07/02/1985 - 03/30/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
03/03/1981 - 07/18/1985
FSC SECURITIES CORPORATION
NA
03/18/1980 - 03/27/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 01/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1983
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
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