Zechariah
Schaefer
Focus Financial
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About this Advisor
Zechariah Schaefer is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Zechariah has previously held positions at Central Virginia YMCA, Perspective Wealth Group, HSC Wealth Advisors, Schaefer Financial Consulting, Ascent Personal Finance, Deerfoot Lodge, Liberty University, Full-Time Education, Selective Wealth Management, Uber/Lyft/Doordash, Ascent Tax Services LLC, Osaic Wealth Inc, Focus Financial Network Inc, and Kaplan Financial Education. Zechariah has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Zechariah is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 167 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$5,385,968,542
167
25,365
$212,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Zechariah Schaefer Work History
Osaic Wealth Inc
Focus Financial Network Inc
Kaplan Financial Education
Ascent Tax Services LLC
Ascent Personal Finance
Ascent Personal Finance
Selective Wealth Management
Uber/Lyft/Doordash
Liberty University
Perspective Wealth Group
Hsc Wealth Advisors
Schaefer Financial Consulting
Deerfoot Lodge
Deerfoot Lodge
Central Virginia Ymca
Deerfoot Lodge
Liberty University
Full-Time Education
Disclosures
Please visit the SEC profile of Zechariah Schaefer 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 Focus Financial
Wausau, WI
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Lisle, IL
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
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