Timothy John Schaefer
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Business Succession Planning
- Retirement Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
- Investment Planning
- Small Business Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
ENCORE WEALTH ADVISORS | ENCORE WEALTH ADVISORS, LLC
Contact Information
Main Address
715 Atlantic Avenue, Morris, MN 56267Phone Number
(320) 288-4084# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,004AUM (Assets Under Management)
$121,659,707Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
ENCORE WEALTH ADVISORS | ENCORE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(9/15/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Schaefer's CRS (Customer Relationship Summary).
Services Offered by Timothy
- Employee and Employer Plan Benefits
- Business Succession Planning
- Retirement Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
- Investment Planning
- Small Business Planning
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MAINSAIL FINANCIAL GROUP
SIMPLICITY WEALTH
