Lowell C. Hansen

SCHAEFER FINANCIAL MANAGEMENT

ENGLEWOOD, CO 80112

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CRD#: 1477047

Professional summary

Lowell Clinton Hansen III, CFP®, who also goes by Beeb Hansen, Lowell Clinton III Hansen, is a registered financial advisor currently at SCHAEFER FINANCIAL MANAGEMENT, INC. located in Englewood, Colorado.

Lowell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lowell has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beeb Hansen | Lowell Clinton Iii Hansen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lowell Clinton Hansen III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

February 2, 2007 - Present

SCHAEFER FINANCIAL MANAGEMENT, INC.

Office #1: 7700 E. Arapahoe Road Suite 265, Englewood, CO 80112

RIA

CRD#: 110110

ENGLEWOOD, CO

Past

February 14, 2007 - March 26, 2007

JRL CAPITAL CORPORATION

CRD#: 10225

IRVINE, CA

Past

July 29, 2002 - February 15, 2005

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

January 2, 2002 - July 29, 2002

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

March 9, 1999 - December 31, 2001

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

December 18, 1996 - January 27, 1999

CONSECO EQUITY SALES, INC.

CRD#: 4125

CARMEL, IN

Past

November 19, 1989 - March 26, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 10, 1989 - June 9, 1992

TECHNOLOGY FUNDING SECURITIES CORPORATION

CRD#: 15074

Past

May 26, 1987 - June 10, 1987

WOLFE & HURST BOND BROKERS INC.

CRD#: 8288

Past

March 30, 1987 - May 26, 1987

WOLFE & HURST SECURITIES INC.

CRD#: 7352

Past

March 19, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHAEFER FINANCIAL MANAGEMENT, INC.

SCHAEFER FINANCIAL MANAGEMENT | SCHAEFER JEFFREY ALAN | SCHAEFER FINANCIAL MANAGEMENT, INC.

CRD#: 110110 / SEC#: 801-34341

RIA

Registered Investment Advisory firm - (4/12/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/2/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/30/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/17/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCHAEFER FINANCIAL MANAGEMENT, INC.

SCHAEFER FINANCIAL MANAGEMENT | SCHAEFER JEFFREY ALAN | SCHAEFER FINANCIAL MANAGEMENT, INC.

CRD#: 110110 / SEC#: 801-34341

RIA

Registered Investment Advisory firm - (4/12/1989 Approved)

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Contact information

Main Address

7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108

Mailing Address

Phone number

(303) 770-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT BROCHURE - MARCH 6, 2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	1,810
AUM (Assets Under Management)	$ 979,145,182

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lowell C. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lowell Clinton Hansen III's CRS (Customer Relationship Summary).

Certified licenses

Experience

JRL CAPITAL CORPORATION

BNY MELLON SECURITIES CORPORATION

FORESIDE FUND SERVICES, LLC

FORESIDE FUNDS DISTRIBUTORS LLC

CONSECO EQUITY SALES, INC.

OSAIC WEALTH, INC.

TECHNOLOGY FUNDING SECURITIES CORPORATION

WOLFE & HURST BOND BROKERS INC.

WOLFE & HURST SECURITIES INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

SCHAEFER FINANCIAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2007

Series 63

Date: 12/17/1996

Series 7

Date: 8/30/1999

Series 6

Date: 12/17/1996

Current Firm

SCHAEFER FINANCIAL MANAGEMENT, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHAEFER FINANCIAL MANAGEMENT, INC.

TRUST BUT VERIFY

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