Cetera Investment Advisers
45yrs
Top advisor by experience in Dayton
23yrs
Robert Schaefer
Full name on record: Robert Anthony Schaefer
Financial advisor at MML Investors Services
Based in Dayton, Ohio, Robert Schaefer is a fiduciary financial advisor with 23 years of industry experience. Robert has been with MML Investors Services since 2017; before that, Robert spent ten years at MSI Financial Services and a year at Huntington Financial Advisors. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors in Ohio
Office1050 S. Main Street 1st Floor, Suite 1, Dayton, OH 45409
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2006 – 2017MSI Financial Services, Inc.Previously
- Jun 2005 – Jun 2006The Huntington Investment CompanyPreviously
- Jan 2004 – Mar 2005MerrillPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call MML Investors Services at (413) 226-0000 and ask for Robert Schaefer. Robert works from the Dayton, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 23 years. More experience than 67% of advisors in Ohio.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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