Pflugerville, TX Mangrum St. Office

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with a range of customizable investment solutions across multiple custody platforms.

Jennifer Schaefer is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2013, with prior experience at Capital Advisors dating back to 2006. Outside of her advisory role, she is also an independent insurance agent and serves as president of Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform options.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked with Texas All-Star Cheer and Dance and Pflugerville ISD, and served with the Pflugerville Police Department. Outside of advising, he is also an independent insurance agent and provides portfolio consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals who tailor strategies using both proprietary and third-party model solutions across multiple platform arrangements.