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Brendan Schafer

Lifemark Securities CORP.
3 Years of Experience
Valparaiso, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brendan Schafer is a registered investment advisor at Lifemark Securities CORP., based in Valparaiso, IN, with 3 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2005 Valparaiso Street, Suite 211, Valparaiso, IN, 46383

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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

Brendan is a Certified Public Accountant and owner of a practice focused on tax returns and bookkeeping, dedicating minimal time to it. He is also an independent insurance agent selling life insurance and fixed annuity products, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Lifemark Securities CORP.
November 2023 - Present · 2 yrs 11 mos
Lifemark Securities CORP.Broker
August 2023 - Present · 3 yrs 2 mos
State Registrations2 states
ILIN
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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