Timothy John Schaefer
Investment adviser representative at Encore Wealth Advisors
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$121.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Encore Consultants, LLCMay 2014 to now
- Encore Wealth Advisors, Inc.Nov 2009 to now
- LPL Financial LLCMar 2020 to Sep 2025
- Securities America Advisors, Inc.Dec 2003 to Mar 2020
- Securities America, Inc.Dec 2003 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Encore Wealth Advisors
Legal name: Encore Wealth Advisors, LLC
$121.7MAssets managed
464Clients
1Advisers
1 yearIn 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
- 2493666
- Firm CRD
- 336566