Michael Joseph Schaeffer
Investment adviser representative at Precision Fiduciary Partners, LLC
15 yearsExperience
2 statesRegistered in
$24.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Precision Fiduciary Partners, LLCJun 2025 to now
- Leafhouse Financial AdvisorsJun 2025 to now
- Pfs Investments Inc.Sep 2023 to Dec 2024
- Primerica Financial ServicesAug 2023 to May 2025
- Schaeffer ConsultingFeb 2022 to Dec 2024
- Securities America Advisors, Inc.Feb 2022 to Aug 2023
- Ipx RetirementJan 2020 to Nov 2022
- AXA Distributors LlsMay 2011 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Precision Fiduciary Partners, LLC
$24.1BAssets managed
4,144Clients
11Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1682655
- Firm CRD
- 149694