Geoffrey Thomas Schaefer
Wealth Advisor, PartnerIntergy Private Wealth, LLCCRD 6593230
About Geoffrey Thomas Schaefer
Geoffrey Thomas Schaefer is listed as Wealth Advisor, Partner at Intergy Private Wealth, LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Intergy Private Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Geoffrey Thomas Schaefer work?
Geoffrey Thomas Schaefer is listed as Wealth Advisor, Partner at Intergy Private Wealth, LLC on SEC Form ADV.
How much of Intergy Private Wealth, LLC does Geoffrey Thomas Schaefer own?
Form ADV reports a beneficial ownership band of Under 5%.
Intergy Private Wealth, LLC
| Title | Wealth Advisor, Partner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |