Scott
Schaeffer

Integrity Advisory, LLC

CRD#7177592
Investment Advisor
in Overland Park, KS

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About this Advisor

Scott Schaeffer is a financial advisor operating out of Overland Park, Kansas with 4 years of industry experience. Schaeffer is on the advisory team at Integrity Advisory, LLC. During their career, Schaeffer has held roles at Persimmon Woods Golf Club, Old Hickory Golf Club, Kavar Capital Partners, Integrity Advisory, LLC, Paradigm Financial Advisors, Rockhurst University, Mn Wealth Advisors, LLC, St. Louis University High School and Marksnelson, LLC. Schaeffer maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Kansas. Integrity Advisory, LLC is a company with a branch in Overland Park, Kansas. Integrity Advisory, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely depend on the type of financial services offered. However, fees charged by Integrity Advisory, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Overland Park, KS

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Integrity Advisory, LLC Brokerage Details

Total Number of Employees

6

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Scott Schaeffer Work History

Scott has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

Mn Wealth Advisors, LLC

2023 - Present (1 year)

Marksnelson, LLC

2019 - Present (5 years)

Integrity Advisory, LLC

2018 - 2019 (1 year)

Paradigm Financial Advisors

2017 - 2018 (1 year)

Integrity Advisory, LLC

2016 - 2016 (< 1 year)

Kavar Capital Partners

2015 - 2015 (< 1 year)

Old Hickory Golf Club

2014 - 2014 (< 1 year)

Persimmon Woods Golf Club

2014 - 2018 (4 years)

Rockhurst University

2010 - 2014 (4 years)

St. Louis University High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Schaeffer 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 Integrity Advisory, LLC

Scott Schaeffer
Overland Park, KS
Matthew Ahrens
Overland Park, KS
Anthony Moeller
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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