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Tamara Schaefer

31 Years of Experience
Sandusky, OH
BrokerSells Insurance

Tamara Schaefer is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandusky, OH, with 31 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3715 Columbus Ave, Sandusky, OH, 44870

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Tamara is a financial professional for Schaefer Printy Associates and S.P.A. Financial Services, providing financial and insurance services, and tax preparation. She also owns rental properties and a limousine service, dedicating minimal time to the rental properties and a few hours per week to the limousine service.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
December 1999 - January 2004 · 4 yrs 1 mo
Vestax Securities CorporationBroker
March 1995 - January 2004 · 8 yrs 10 mos
State Registrations5 states
FLINMIOHPA
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.