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Daniel J Schuler

Pension Consultants Inc.

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About Daniel J Schuler

Daniel Schuler is a financial advisor who is currently registered with Pension Consultants Inc. in Springfield, MO. Daniel has a background in finance and has worked in the industry since 2018. Daniel is a Series 66 and Series 7 licensed representative, and has also earned the Securities Industry Essentials Examination credential. Pension Consultants Inc. specializes in pension consulting, and provides financial planning and portfolio management services for individuals and businesses. The firm also offers educational seminars and publications. Daniel is dedicated to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Daniel Schuler is currently registered with Pension Consultants Inc.. Pension Consultants Inc. is a Springfield, MO-based investment advisor registered with the SEC. They specialize in providing pension consulting and guidance services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also offer educational seminars and publish periodicals. The firm manages approximately $4.92 billion in assets under management.
Pension Consultants Inc.

300 SOUTH CAMPBELL AVE.

SPRINGFIELD, MO 65806

$4.92B

Assets Under Management

5

Total Clients

8

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting; plan participant guidance services

Consulting; plan participant guidance services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

A percentage of assets under advisement

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Daniel Schuler’s Registration & Firm History

MO

09/01/2021 - Present

Pension Consultants Inc. (SPRINGFIELD MO)

MO

03/02/2021 - 08/13/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/25/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel J Schuler.
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