BS
BS

Brendan Jay Schafer

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

Loading...

Location

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

Get directions

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.

Learn about disclosures →
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 3 mos
Lifemark Securities CORP.Broker
August 2023 - Present · 2 yrs 6 mos
State Registrations3 states
ILINWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.