Joel Schafer's Location
Omaha, NE, US
Joel Schafer's Work
- President, General Partner @ JD Schafer & Co.
- Investment Consultant @ TD Ameritrade
- Financial Advisor @ Royal Alliance Associates
- Financial Consultant @ AXA Advisors, LLC
- Title Searcher - Closing Assistant @ Omaha Title & Escrow, Inc
Joel Schafer's Education
- University of Nebraska-Lincoln
Bachelor's degree
1998 - 2003 - Creighton Prep
Joel Schafer's Skills
- Investment Strategies
- Research
- Uniform Combined State Law
- Investment Advisory
- Fixed Annuities
- Wealth Management
- Series 65
- Estate Planning
- Mutual Funds
- Series 63
Joel Schafer's Summary
Joel Schafer, based in Omaha, NE, US, is currently a President, General Partner at JD Schafer & Co., bringing experience from previous roles at TD Ameritrade, AIG Royal Alliance, AXA Advisors and Omaha Title & Escrow, Inc. Joel Schafer holds a 1998 - 2003 Bachelor's degree @ University of Nebraska-Lincoln. With a robust skill set that includes Investment Strategies, Research, Uniform Combined State Law, Investment Advisory, Fixed Annuities and more, Joel Schafer contributes valuable insights to the industry.
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