CS
CFP · ChFC
CS
CFP · ChFC

Christopher Schiefer

39 Years of Experience
Tiffin, OH
BrokerSells Insurance

Christopher Schiefer is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tiffin, OH, with 39 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

732 W Market St., Tiffin, OH, 44883

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher owns Schiefer Properties LTD, a real estate management company, dedicating minimal time. He is also an independent insurance agent through various companies, spending nearly full-time hours in this role, and an IAR for Legacy Capital Advisors LLC, dedicating significantly more than full-time hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2018 - Present · 8 yrs
Cambridge Investment Research, INC.Broker
October 2018 - Present · 8 yrs
Previous Registrations
Nationwide Securities, LLC
March 2012 - October 2018 · 6 yrs 7 mos
Nationwide Securities, LLCBroker
August 2008 - October 2018 · 10 yrs 2 mos
1717 Capital Management CompanyBroker
June 2007 - August 2008 · 1 yr 2 mos
Nationwide Securities, INC.Broker
July 1991 - December 2007 · 16 yrs 5 mos
Pruco Securities CorporationBroker
July 1987 - June 1991 · 3 yrs 11 mos
State Registrations16 states
ARAZFLGAILINKYMDMINCNYOHPASCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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