Adam Paul Schaefer
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial, LLCAug 2026 to now
- Financial Resource Advisors LLCMay 2023 to now
- Cetera Investment Advisers LLCNov 2024 to Aug 2026
- Cetera Advisors LLCMay 2023 to Aug 2026
- UnemployedDec 2022 to May 2023
- Lincoln Savings BankMar 2020 to Dec 2022
- US BankJul 2010 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7739676
- Firm CRD
- 6413