Lisa Schaefer
Investment adviser representative at Kfa Private Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
$830MFirm assets
11 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
Experience
11 years in the industry.
- Kfa Private Wealth Group, LLCMar 2025 to now
- Cetera Investment Advisers LLCNov 2023 to Feb 2025
- Cetera Advisor Networks LLCAug 2023 to Feb 2025
- Finacial Advantage AssociatesJul 2023 to Feb 2025
- Minnesota Life Insurnace CoJul 2023 to Aug 2023
- Securian Financial Services IncJul 2023 to Aug 2023
- Le Family Room LLCSep 2021 to Feb 2025
- UnemployedFeb 2020 to Sep 2021
- Biotechnology Innovation Organization (bio)Jun 2018 to Jan 2020
- Securities Industry & Financial Markets Association (sifma)Sep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kfa Private Wealth Group, LLC
$830MAssets managed
823Clients
11Advisers
11 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
- 7787355
- Firm CRD
- 281678