A complete list of active advisors currently associated with Schaefer Wealth Management, Inc.

Warmer can help you find a great advisor at Schaefer Wealth Management, Inc. or one who fits your needs even better.

Schaefer Wealth Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, and business owners. The firm offers two planning approaches—a Second Opinion Review and a comprehensive Wealth Management option that combines ongoing portfolio management with holistic planning. Portfolios are customized to each client’s goals and risk tolerance and may include mutual funds, ETFs, individual equities and fixed income, and limited option strategies; the firm typically exercises discretionary trading authority, rebalances accounts, and may hire third‑party sub‑advisors while continuing to monitor and oversee their performance. Client relationships include periodic reviews at least annually and ad hoc reviews when circumstances change. Noteworthy differences from many peers include that certain advisory personnel are licensed insurance agents and may receive commission‑based compensation for insurance product sales, and the firm discloses fee‑sharing arrangements with sub‑advisors and participation in custodian institutional programs that provide educational events and other nonmonetary benefits. The firm’s regulatory history is disclosed in its brochure: a 2010 FINRA acceptance of a suspension and fine relating to undisclosed annuity activity by a managing member, and a 2018 Missouri consent order that censured the firm and imposed a $25,000 fine for transacting in the state while unregistered.

To learn more about the advisors currently working at Schaefer Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dwight Schaefer	Waterloo, IL	36

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