Schafer Heiner
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Schafer Heiner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
11 years in the industry.
- CaptrustMay 2025 to now
- Capfinancial Partners, LLC. (captrust)Jun 2024 to now
- Alice Lane Home CollectionAug 2023 to May 2024
- Zions BancorporationJun 2023 to Aug 2023
- UnemployedMar 2023 to May 2023
- Central Bank UtahJul 2022 to Oct 2022
- Alice Lane Home CollectionMar 2022 to Jul 2022
- Quick Quack Car WashMar 2021 to Oct 2021
- Provo School DistrictNov 2020 to Feb 2023
- Utah Valley UniversityAug 2019 to May 2024
- Church of Jesus Christ of Latter Day SaintsAug 2017 to Aug 2019
- Provo High SchoolJan 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 8030376
- Firm CRD
- 175112