Brian M. Schaeffer

IMPACT FINANCIAL

Chicago, IL

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CRD#: 5249766

Professional summary

Brian Matthew Schaeffer, CFP® is a registered financial advisor currently at IMPACT FINANCIAL located in Chicago, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brian has worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: $500K–$1M

Serves: Business Owners & Entrepreneurs

Serves: High Net Worth Individuals & Families

Services Offered

Estate & Legacy Planning

Business Services

Financial Planning

Investment Management

Tax Planning

Cashflow & Budgeting

Retirement Planning

Education Funding

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.

Name: Morrison-Shearer Foundation. Investment-related: No. Address: P.O. Box 408508 Chicago, IL 60640. Nature: Foundation for artists. Position/Title: Treasurer. Start date: 5/2016. Approximate hours/month devoted: 10. Hours during securities trade hours: 0. Duties: Oversees financial assets, cash flow, and budgeting for Foundation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Matthew Schaeffer's 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: 2013

Experience

Current

August 26, 2026 - Present

IMPACT FINANCIAL

RIA

CRD#: 308155

Chicago, IL

Past

September 21, 2015 - July 31, 2026

SHANKERVALLEAU WEALTH ADVISORS, INC.

RIA

CRD#: 117527

Skokie, IL

Past

March 20, 2012 - April 9, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MADISON, WI

Past

March 13, 2012 - April 9, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

MADISON, WI

Past

April 10, 2008 - March 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MADISON, WI

Past

April 10, 2008 - March 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MADISON, WI

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

Illinois
(8/26/2026)

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 66

Date: 3/10/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/9/2008

General Securities Representative Examination

Current Firm

IMPACT FINANCIAL

IMPACT FINANCIAL | IMPACT FINANCIAL LLC

CRD#: 308155 / SEC#:

Illinois

Registered Investment Advisory firm - (5/15/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (4/12/2023 Approved)

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(617) 544-1776

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 25,779,831

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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Brian M. Schaeffer

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Matthew Schaeffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT FINANCIAL

SHANKERVALLEAU WEALTH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2008

Series 7

Date: 4/9/2008

Current Firm

IMPACT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACT FINANCIAL

TRUST BUT VERIFY

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