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Michael Alan Schaeffer

Allstate Financial Services, LLC

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About Michael Alan Schaeffer

Michael Alan Schaeffer is a financial professional with over 25 years of experience in the industry. Michael currently works for Allstate Financial Services, LLC in Sinking Spring, Pennsylvania. Michael has been registered with the state of Pennsylvania since 2005 and has held licenses in Arizona and South Carolina as well. Michael has a strong track record of success in helping individuals and families achieve their financial goals.

Firm Information

Michael Schaeffer is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Michael Schaeffer’s Registration & Firm History

PA

10/17/2005 - Present

Allstate Financial Services, LLC (SINKING SPRING PA)

NE

01/23/2004 - 10/06/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

KS

03/12/1997 - 07/16/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 03/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Alan Schaeffer. Review regulatory record here.
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