Paul Leonard Schaefer
Investment adviser representative at Creative Planning
16 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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 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
16 years in the industry.
- Creative Planning, LLCDec 2024 to now
- Kowal Investment Group, LLCSep 2020 to Dec 2024
- Mutual Securities, Inc.Sep 2020 to Dec 2024
- Raymond James Financial Services Advisors Inc.Sep 2011 to Sep 2020
- Raymond James Financial Services, Inc.Mar 2010 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5768070
- Firm CRD
- 105348