Brandon Keehr

SCHAEFFER FINANCIAL LLC

Kalamazoo, MI

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CRD#: 7569252

Professional summary

Brandon Keehr, CFP®, who also goes by Brandon Jesse Keehr, is a registered financial advisor currently at SCHAEFFER FINANCIAL LLC located in Kalamazoo, Michigan.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brandon has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon Jesse Keehr

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.

MILESTONE SENIOR SERVICES POSITION: Volunteer NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: 918 Jasper St, Kalamazoo MI 49001, United States DESCRIPTION: I routinely volunteer with this organization, building wheelchair access ramps whererequested inthe local area

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Keehr'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: 2023

Experience

Current

March 15, 2023 - Present

SCHAEFFER FINANCIAL LLC

RIA

CRD#: 133697

Kalamazoo, MI

Past

August 8, 2022 - March 27, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

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".

SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL | SCHAEFFER FINANCIAL LLC

CRD#: 133697 / SEC#: 801-63790

RIA

Registered Investment Advisory firm - (1/3/2005 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

Michigan
(3/15/2023)

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

Series 63

Date: 8/26/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/27/2022

Securities Industry Essentials Examination

Current Firm

SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL | SCHAEFFER FINANCIAL LLC

CRD#: 133697 / SEC#: 801-63790

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

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Contact information

Main Address

4612 Great Oak Road, Rockville, MD 20853

Mailing Address

Phone number

(301) 933-5550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	435
AUM (Assets Under Management)	$ 223,248,023

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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Brandon Keehr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Keehr's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHAEFFER FINANCIAL LLC

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

SCHAEFFER FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2022

Series 7TO

Date: 8/2/2022

SIE

Date: 6/27/2022

Current Firm

SCHAEFFER FINANCIAL LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHAEFFER FINANCIAL LLC

TRUST BUT VERIFY

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