Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
20yrs
Frederick Schaefer
Full name on record: Frederick August Schaefer
Financial advisor at Advice and Planning Services
Frederick Schaefer has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Portland, Oregon. Frederick has been with Advice and Planning Services since 2015; before that, Frederick spent five years at TD Ameritrade Investment Management and five years at TD Ameritrade. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 66% of advisors at Advice and Planning Services
OfficeColumbia Business Center 9900 SW Greenburg Rd, Suite 130, Portland, OR 97223
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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
- 2015 – now
- 2010 – 2015TD Ameritrade Investment Management, LLCPreviously
- 2010 – 2015TD Ameritrade, Inc.Previously
- Aug 2009 – Aug 2010Chase Investment Services Corp.Previously
- Jul 2008 – Apr 2009Voya Financial Partners, LLCPreviously
- Jun 2006 – Apr 2008MerrillPreviously
Contact Frederick
Columbia Business Center 9900 SW Greenburg Rd, Suite 130Portland, OR 97223Office · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning Services
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Questions to ask Frederick
Tailored to Frederick’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 Frederick
How do I contact Frederick?
Call Advice and Planning Services at (212) 490-9000 and ask for Frederick Schaefer. Frederick works from the Portland, OR office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2006, about 20 years. More experience than 66% of advisors at Advice and Planning Services.
What licenses does Frederick hold?
Series 66. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Frederick 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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