Osaic Wealth
47yrs
Top advisor by experience in Sylvania
5yrs
Robert John Schaefer
Financial advisor at SJS Investment Services
Based in Sylvania, Ohio, Robert John Schaefer is a fiduciary financial advisor with 5 years of industry experience. Robert joined SJS Investment Services in 2024, after three years at Symphony Financial Services. Robert holds the CFP® designation.
One of 87 advisors with offices in Sylvania, and one of 63 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office6711 Monroe St. Building IV, Suite A, Sylvania, OH 43560
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.39 million
Advisors at the firm19
States licensed ?1 state
Services through SJS Investment Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowSJS Investment ServicesCurrent firm
- 2021 – 2024Symphony Financial Services, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 SJS Investment Services at 419-885-2626 and ask for Robert John Schaefer. Robert works from the Sylvania, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
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?
SJS Investment Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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