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Kirsten Shonstrom Hollander

Schaefer Financial Management, Inc.

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About Kirsten Shonstrom Hollander

Kirsten Hollander is an Investment Advisor Representative at Schaefer Financial Management, Inc., a registered investment advisor. She has been in the industry since 1995. Kirsten is a Certified Financial Planner and has passed the Series 6, 7, 63 and 65 exams. She has worked for several firms throughout her career including VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Founders Asset Management LLC and Founders Asset Management, Inc.. Currently, Kirsten helps clients with their financial planning and portfolio management needs.

Firm Information

Kirsten Hollander is currently registered with Schaefer Financial Management, Inc.. Schaefer Financial Management, Inc. is an investment advisor registered with the SEC and located in Centennial, CO. They provide financial planning and portfolio management services to individuals, primarily high-net-worth individuals. The firm manages approximately $888.3 million in assets for 1,748 clients. They do not have a wrap fee program.
Schaefer Financial Management, Inc.

7700 EAST ARAPAHOE ROAD

CENTENNIAL, CO 80112-6108

$888.30M

Assets Under Management

Not reported

Total Clients

6

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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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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Kirsten Hollander’s Registration & Firm History

CO

02/15/2007 - Present

Schaefer Financial Management, Inc. (CENTENNIAL CO)

TX

03/09/2000 - 01/28/2004

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

03/09/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

CO

04/01/1998 - 03/03/2000

FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)

CO

03/13/1995 - 04/01/1998

FOUNDERS ASSET MANAGEMENT, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 04/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirsten Shonstrom Hollander.
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