PPrivate Fund Data Log in Join · $37/mo

Timothy John Schaefer

Chief Compliance Officer & CeoEncore Wealth Advisors, LLCCRD 2493666

About Timothy John Schaefer

Timothy John Schaefer is listed as Chief Compliance Officer & Ceo at Encore Wealth Advisors, LLC in Morris, MN. Form ADV reports a beneficial ownership band of Under 5%. Timothy John Schaefer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Encore Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Timothy John Schaefer work?

Timothy John Schaefer is listed as Chief Compliance Officer & Ceo at Encore Wealth Advisors, LLC on SEC Form ADV.

How much of Encore Wealth Advisors, LLC does Timothy John Schaefer own?

Form ADV reports a beneficial ownership band of Under 5%.

Encore Wealth Advisors, LLC

TitleChief Compliance Officer & Ceo
OwnershipUnder 5%
Control personYes
Since2025

Encore Wealth Advisors, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2001