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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Schafer is a financial advisor registered with Sanctuary Advisors, LLC. Seth has been in the securities industry since 2017. Seth is registered to provide investment advisory services in Colorado and Texas. Seth has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Registered Options Principal Examination, the Municipal Securities Principal Examination, the General Securities Principal Examination, the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Seth is also registered with 51 states as a broker. Seth is affiliated with Sanctuary Advisors, LLC, which provides investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Sanctuary Advisors, LLC specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
CO
07/26/2024 - Present
Sanctuary Advisors, LLC (THORNTON CO)
MN
05/02/2023 - 07/24/2024
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OH
09/28/2017 - 03/11/2022
U.S. BANCORP INVESTMENTS, INC. (Cincinnati OH)
IA
Issued 11/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2024
Series 4 - Registered Options Principal Examination
BC
Issued 11/09/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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