Charles Shaefer has been an investment adviser representative at Accredited Investor Services since October 2015, and is not listed among the firm’s executive officers or direct owners.
Accredited Investor Services, LLC is a St. Cloud, MN firm with $591M under management, 561 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Charles Shaefer’s longest registration is the current one, 11 years at Accredited Investor Services since 2015. Before joining Accredited Investor Services in 2015, Charles Shaefer was registered through Keystone Wealth Advisors, Incorporated.
- Keystone Wealth Advisors, Incorporated– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 153418
Investment adviser representative registrations
Charles Shaefer is registered as an investment adviser representative in 2 states. Each was approved in October 2015.
- FloridaSince 26 October 2015
- MinnesotaSince 1 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 27 August 1996 |
| Series 7 | General Securities Representative Examination | 17 November 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 1981 |
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Charles Ted Shaefer
- CRD
- 727283
- Firm
- Accredited Investor Services · CRD 148821
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Shaefer work?
Charles Shaefer is an investment adviser representative registered through Accredited Investor Services, LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Charles Shaefer a financial advisor?
Yes. Charles Shaefer has a current investment-adviser registration in Florida and Minnesota, through Accredited Investor Services since October 2015.
How many years of experience does Charles Shaefer have?
Charles Shaefer has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Charles Shaefer passed?
Charles Shaefer has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 3. The earliest, the Series 6, was passed in March 1981.
Is Charles Shaefer registered with FINRA?
No. Charles Shaefer has no current broker registration.
How can I verify Charles Shaefer’s record?
Search CRD 727283 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Shaefer’s full registration record.