Brendan
Schafer
Lifemark Securities Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Brendan Schafer is a financial advisor based in Valparaiso, Indiana, working with Lifemark Securities Corp. Brendan has previously held positions at Lifemark Securities, Rsm Us Llp, Dlc, LLC, Us Foods, Inc, Mars, Inc, Kraft Heinz Company, Certified Public Accountant, A.M. Accounting & Taxes, and as an Independent Insurance Agent. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Brendan is part of Lifemark Securities Corp, which operates out of Valparaiso, Indiana. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Lifemark Securities Corp Brokerage Details
$246,107,839
86
1,231
$199,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brendan Schafer Work History
Lifemark Securities
Certified Public Accountant
A.M. Accounting & Taxes
Independent Insurance Agent
Rsm Us Llp
Dlc, LLC
Us Foods, Inc
Mars, Inc
Kraft Heinz Company
Disclosures
Please visit the SEC profile of Brendan Schafer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifemark Securities Corp
Littleton, CO
Little Falls, NY
Valparaiso, IN
Bear, DE
Baton Rouge, LA
Rochester, NY
Pearl River, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
