Brittani Corren Schaefer
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$8BFirm 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
12 years in the industry.
- Rfg Advisory, LLCApr 2024 to now
- Rfg Advisory, LLC dba Cooper Tower WealthApr 2024 to now
- Arete Wealth Advisors LLCSep 2020 to Apr 2024
- Arete Wealth Management LLCSep 2020 to Apr 2024
- Edward JonesMay 2014 to Sep 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
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
- 6327801
- Firm CRD
- 158401