Advisor at Lifemark Securities Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Valparaiso, IN 46383
Credentials
Series 66
Industry experience
2 years
Brendan Schafer II is a financial advisor with Lifemark Securities Corp. holding a Series 66 designation and two years of industry experience. His prior work includes roles as a Certified Public Accountant, Independent Insurance Agent, and positions at firms such as RSM US LLP and A.M. Accounting & Taxes. He currently operates a CPA practice focused on tax returns and bookkeeping for small businesses alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice and utilizes various managed account programs and platform tools to support its clients.
Based on Lifemark Securities Corp.
Based on Lifemark Securities Corp.
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.
$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval
Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.
Financial planning hourly fees typically range from $100 to $500 per hour.
Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.
2005 Valparaiso Street, Suite 211
Valparaiso, IN 46383
Indiana
Independent Insurance Agent
2023 - Present (3 years)
A.M. Accounting & Taxes
2023 - 2024 (1 year)
Certified Public Accountant
2023 - Present (3 years)
LifeMark Securities
2023 - Present (3 years)
Rsm Us Llp
2021 - 2023 (2 years)
DLC, LLC
2020 - 2021 (1 year)
US Foods, Inc.
2018 - 2020 (2 years)
Mars, Inc.
2017 - 2018 (1 year)
Kraft Heinz Company
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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