Brendan
Schafer
Lifemark Securities Corp
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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
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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
Little Falls, NY
Valparaiso, IN
Rochester, NY
Bear, DE
Baton Rouge, LA
Littleton, CO
Pearl River, NY
Rochester, NY
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