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Christopher Ellis Schiefer

Advisor at Cambridge Investment Research Advisors — Tiffin, OH

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

39 years

Location

Tiffin, OH 44883

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,202 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Christopher Schiefer is a CFP® and ChFC® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to that, he spent 27 years with Nationwide Insurance Company and 10 years with Nationwide Securities, LLC. Outside of advising, he operates an independent insurance agency and has involvement in real estate management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers tailored financial planning and investment management through a broad network of independent advisors using various portfolio management strategies and platform options.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Tiffin, OH

732 W Market St.

Tiffin OH 44883

Advisors at this office

2

Most active in

Ohio · Texas

Work history

39 years of industry experience

Cambridge Investment Research Advisors

2018 - Present • 8 years

Fairfield, IA

Cambridge Investment Research, Inc.

2018 - Present • 8 years

Fairfield, IA

Nationwide Securities, LLC

2008 - 2018 • 10 years

Amherst, OH

Nationwide Insurance Company

1991 - 2018 • 27 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kevin D

Series 63

Tiffin, OH

StoneX Advisors Inc.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 license and 27 years of industry experience. He has been with StoneX Advisors since 2015 and also affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he participates in tractor pulling as a hobby. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of strategies using proprietary models, third-party money managers, and multiple platforms to tailor investment solutions.

ESG / Sustainable investing
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Dylan D

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd. holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at LPL Financial and the Financial Design Agency of Ohio, among other positions outside the financial sector. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisers, utilizing an open-architecture approach that includes active monitoring, model portfolios, and third-party manager programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Weston R

Series 63

Tiffin, OH

Stratos Wealth Partners, Ltd

Weston Reinbolt is a financial advisor with LPL Financial in Findlay, OH, holding a Series 63 designation and bringing 17 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with Stratos Wealth Partners since 2017. Outside of his advisory roles, he owns and operates The Barn At Seneca Hills, an event center with a bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Jacob C

Series 66

Fostoria, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Aaron S

Tiffin, OH

Stratos Wealth Partners, Ltd

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd, holding 34 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has longstanding affiliations with LPL Financial and Smith Financial dating back to 1990. He is also involved with the Financial Design Agency of Ohio, an insurance agency he owns. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Mark D

Series 66

Fostoria, OH

Empower Advisory Group

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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