AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TS

Timothy J. Schaefer

ENCORE WEALTH ADVISORS
MORRIS, MN 56267
Some features on this profile are disabled
CRD#: 2493666
TS

Professional summary

Timothy John Schaefer, CFP® is a registered financial advisor currently at ENCORE WEALTH ADVISORS located in Morris, Minnesota.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Small Business Planning
Are you a "fiduciary"?
Yes

Aliases

None

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 Timothy John Schaefer'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: 2007

Experience

Current

September 15, 2025 - Present

ENCORE WEALTH ADVISORS

Office #1: 715 Atlantic Avenue, Morris, MN 56267
RIA
CRD#: 336566
MORRIS, MN
Past

March 16, 2020 - September 11, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
MORRIS, MN
Past

March 16, 2020 - September 11, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MORRIS, MN
Past

January 31, 2014 - March 16, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
MORRIS, MN
Past

December 16, 2003 - March 16, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MORRIS, MN
Past

August 12, 1998 - December 17, 2003

EAGLE ONE INVESTMENTS, LLC

BD
CRD#: 45254
WASHINGTON, IA
Past

July 21, 1998 - August 12, 1998

EAGLE ONE INVESTMENTS, LLC

BD
CRD#: 45254
Past

April 8, 1998 - July 24, 1998

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

January 9, 1998 - April 15, 1998

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

August 18, 1994 - December 31, 1997

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
TROY, MI

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".
EW
ENCORE WEALTH ADVISORS
ENCORE WEALTH ADVISORS | ENCORE WEALTH ADVISORS, LLC

CRD#: 336566 / SEC#: 801-134311

RIA
Registered Investment Advisory firm - (9/8/2025 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
Minnesota
(9/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/1994
General Securities Representative Examination

Current Firm

EW
ENCORE WEALTH ADVISORS
ENCORE WEALTH ADVISORS | ENCORE WEALTH ADVISORS, LLC

CRD#: 336566 / SEC#: 801-134311

RIA
Registered Investment Advisory firm - (9/8/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
715 Atlantic Avenue, Morris, MN 56267
Mailing Address
Phone number
(320) 288-4084
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EWA ADV PART 2A (11/20/2025)

Regulatory assets under management

Total Number of Accounts994
AUM (Assets Under Management)$ 107,986,650

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ENCORE WEALTH ADVISORS

CRD#: 336566Morris, MN 56267

TRUST BUT VERIFY

Monitor Timothy Schaefer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

EM
Edgar ManjarrezAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Reno, NV
Derek Allen Leighton
Derek LeightonAdvisorCheck Check Mark
MWA FINANCIAL SERVICES INC.
RR
Kalamazoo, MI
Lucas Michael Giordano
Lucas GiordanoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Woodland, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.