Kirsten S. Hollander

SCHAEFER FINANCIAL MANAGEMENT

Centennial, CO 80112-6108

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CRD#: 2575553

Professional summary

Kirsten Shonstrom Hollander, CFP®, who also goes by Kirsten Ann Hollander, Kirsten Ann Shonstrom, is a registered financial advisor currently at SCHAEFER FINANCIAL MANAGEMENT, INC. located in Centennial, Colorado.

Kirsten is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kirsten has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kirsten Ann Hollander | Kirsten Ann Shonstrom

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.

I AM THE BOOK KEEPER FOR MY SPOUSE'S CONSTRUCTION MANAGEMENT COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirsten Shonstrom Hollander'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: 2003

Experience

Current

February 15, 2007 - Present

SCHAEFER FINANCIAL MANAGEMENT, INC.

Office #1: 7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108

RIA

CRD#: 110110

Centennial, CO

Past

March 24, 2004 - February 23, 2007

FINANCIALLY SPEAKING INC

RIA

CRD#: 106255

ENGLEWOOD, CO

Past

May 9, 2002 - January 28, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOK, CO

Past

March 9, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

March 9, 2000 - January 28, 2004

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

April 1, 1998 - March 3, 2000

FOUNDERS ASSET MANAGEMENT LLC

CRD#: 44645

DENVER, CO

Past

March 13, 1995 - April 1, 1998

FOUNDERS ASSET MANAGEMENT, INC.

CRD#: 323

DENVER, CO

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
(2/15/2007)

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: 4/10/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/10/1995

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

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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Advisor Monitoring

Firm Stability Insights

Kirsten S. Hollander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirsten Shonstrom Hollander's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIALLY SPEAKING INC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

FOUNDERS ASSET MANAGEMENT LLC

FOUNDERS ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

SCHAEFER FINANCIAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2002

Series 63

Date: 4/29/1997

Series 7

Date: 6/13/2002

Series 6

Date: 3/10/1995

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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