Matthew Edward Shaffer
Investment adviser representative at Shaffer Capital
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$211.1MFirm assets
Are you Matthew Edward Shaffer? Claim your profile
Contact this firm
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
17 years in the industry.
- Shaffer Capital, LLCMay 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Shaffer Capital
Legal name: Shaffer Capital Advisers, LLC
$211.1MAssets managed
201Clients
4Advisers
6 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
- 2506433
- Firm CRD
- 150106