Unclaimed
Daniel Arthur Scholz is an investment advisor representative at Nisa Investment Advisors, LLC in St. Louis, Missouri. Daniel has been with the firm since January 2011. Daniel is a Chartered Financial Analyst and has been registered with the state of Missouri since September 25, 2003. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Nisa Investment Advisors, LLC is an investment advisory firm with offices in St. Louis, Missouri. The firm has 74 investment advisor representatives, 194 employees with investment advisory functions, and manages approximately $306,242,186,324 in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
09/25/2003 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
Active
Inactive
Not sure Daniel Scholz is the right advisor for you? Invested Better is here to help.