Kaitlin Yardley
Investment adviser representative at Schaeffer Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$257.7MFirm assets
Are you Kaitlin Yardley? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Schaeffer Financial, LLCAug 2014 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schaeffer Financial LLC
$257.7MAssets managed
247Clients
5Advisers
21 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
- 5336245
- Firm CRD
- 133697