Jake Matthew Schafer
Investment adviser representative at Retirement Plan Advisors, LLC
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
22 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
10 years in the industry.
- Retirement Plan Advisors, LLCJan 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Nov 2025
- Cetera Wealth Services, LLCAug 2025 to Nov 2025
- Renaissance FinancialJun 2025 to Nov 2025
- University of Missouri - ColumbiaJun 2024 to Jul 2025
- University of Missouri's Personal Financial Planning DepartmentAug 2023 to Aug 2025
- The University of Missouri's Office for Financial SuccessMay 2023 to Jul 2025
- Renaissance FinancialMay 2023 to Aug 2023
- University of Missouri - ColumbiaAug 2022 to May 2024
- All Saints Catholic ParishMay 2021 to Aug 2022
- Christian Brothers College High SchoolAug 2018 to May 2022
- All Saints Catholic ParishAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Retirement Plan Advisors, LLC
$3.5BAssets managed
10,031Clients
46Advisers
22 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
- 7738083
- Firm CRD
- 122758