Brendan Jay Schafer
Investment adviser representative at Lifemark Securities Corp.
12 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 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
Experience
12 years in the industry.
- Independent Insurance AgentOct 2023 to now
- Lifemark Securities Corp.Aug 2023 to now
- Certified Public AccountantAug 2023 to now
- A.M. Accounting & TaxesSep 2023 to Sep 2024
- Rsm US LLPJul 2021 to May 2023
- Dlc, LLCNov 2020 to Jun 2021
- US Foods, Inc.Mar 2018 to Oct 2020
- Mars, Inc.Jun 2017 to Feb 2018
- Kraft Heinz CompanyJun 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Lifemark Securities Corp.
$424.9MAssets managed
1,053Clients
77Advisers
18 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
- 7793821
- Firm CRD
- 16204