Shelly Schaefer Email & Phone Number
Senior Consultant @ Creative Planning
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Shelly Schaefer Location
- Brownsville, WI, US
Shelly Schaefer Work
- 2026 -now Senior Consultant @
- 2009 -2026 Vice President, Retirement Plan Consulting @
Shelly Schaefer Education
- Ripon College
Bachelor's degree (Business Administration and Management, General)
1990-1995
Shelly Schaefer Skills
- FINRA
- Financial Advisory
- ERISA
- Investments
- Pensions
- Series 6
- Retirement
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Defined Benefit
- Securities
Shelly Schaefer Summary
- Shelly Schaefer, based in Brownsville, WI, US, is currently a Senior Consultant at Creative Planning. Shelly Schaefer brings experience from previous roles at SageView Advisory Group. Shelly Schaefer holds a 1990 - 1995 Bachelor's degree in Business Administration and Management, General @ Ripon College. With a robust skill set that includes FINRA, Financial Advisory, ERISA, Investments, Pensions and more. Shelly Schaefer has 1 emails and 5 mobile phone numbers on RocketReach.
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