Shelly Schaefer

Retirement Plan Consultant at SageView Advisory Group - Newport Beach, California, US

Shelly Schaefer's Colleagues at SageView Advisory Group
Lisa Garcia

Retirement Plan Consultant

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Kerrie McKeegan Casey

Retirement Plan Consultant

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Kyla Keck

Principal

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Monica Ivins

Private Wealth Operations

Contact Monica Ivins

Mallory Squires

Private Wealth Operations

Contact Mallory Squires

Ken Barnes

Investment Consultant

Contact Ken Barnes

Mason Stinson

Intern

Contact Mason Stinson

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Shelly Schaefer's Contact Details
Email (Verified)
***@sageviewadvisory.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(949) 955-1395
Location
Brownsville, Wisconsin, United States
Company
SageView Advisory Group
Shelly Schaefer's Company Details
SageView Advisory Group logo, SageView Advisory Group contact details

SageView Advisory Group

Newport Beach, California, US • 315 Employees
Financial Services

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Investment Advisory Services Financial Advisory Asset Management Investment Management Services Sec Registered Investment Advisor Wealth Management Products Financial Planning Retirement Planning Tax Planning
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Frequently Asked Questions about Shelly Schaefer
Shelly Schaefer currently works for SageView Advisory Group.
Shelly Schaefer's role at SageView Advisory Group is Retirement Plan Consultant.
Shelly Schaefer's email address is ***@sageviewadvisory.com. To view Shelly Schaefer's full email address, please signup to ConnectPlex.
Shelly Schaefer works in the Financial Services industry.
Shelly Schaefer's colleagues at SageView Advisory Group are Lisa Garcia, Kerrie McKeegan Casey, Kyla Keck, Monica Ivins, Mallory Squires, Ken Barnes, Mason Stinson and others.
Shelly Schaefer's phone number is (949) 955-1395
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