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Kaitlin Yardley

Managing Member & Chief Compliance OfficerSchaeffer Financial LLCCRD 5336245

About Kaitlin Yardley

Kaitlin Yardley is listed as Managing Member & Chief Compliance Officer at Schaeffer Financial LLC in Rockville, MD. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Schaeffer Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kaitlin Yardley work?

Kaitlin Yardley is listed as Managing Member & Chief Compliance Officer at Schaeffer Financial LLC on SEC Form ADV.

How much of Schaeffer Financial LLC does Kaitlin Yardley own?

Form ADV reports a beneficial ownership band of 25-50%.

Schaeffer Financial LLC

TitleManaging Member & Chief Compliance Officer
Ownership25-50%
Control personYes
Since2019