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Lowell Clinton Hansen

Schaefer Financial Management, Inc.

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About Lowell Clinton Hansen

Lowell Hansen is a financial advisor with over 20 years of experience in the financial services industry. Lowell is currently registered with Schaefer Financial Management, Inc. as an Investment Advisor Representative. Lowell holds both Series 6 and Series 7 licenses as well as the Series 63 and 65. Lowell is also a Certified Financial Planner.

Firm Information

Lowell Hansen 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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Lowell Hansen’s Registration & Firm History

CO

02/02/2007 - Present

Schaefer Financial Management, Inc. (ENGLEWOOD CO)

CA

02/14/2007 - 03/26/2007

JRL CAPITAL CORPORATION (IRVINE CA)

NY

07/29/2002 - 02/15/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

ME

01/02/2002 - 07/29/2002

FORUM FUND SERVICES, LLC (PORTLAND ME)

ME

03/09/1999 - 12/31/2001

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

IN

12/18/1996 - 01/27/1999

CONSECO EQUITY SALES, INC. (CARMEL IN)

NA

05/10/1989 - 06/09/1992

TECHNOLOGY FUNDING SECURITIES CORPORATION

AZ

11/19/1989 - 03/26/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

03/19/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

05/26/1987 - 06/10/1987

WOLFE & HURST BOND BROKERS INC.

NA

03/30/1987 - 05/26/1987

WOLFE & HURST SECURITIES INC.

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Licenses & Designations

IA

Issued 02/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lowell Clinton Hansen.
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