Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schumann is a registered representative with U.S. Bancorp Investments, Inc., based in Saint Paul, Minnesota. Daniel has been in the industry since April 2012, and has a strong record of experience in providing financial advice to clients. Daniel previously worked with several other firms, including Stifel, Nicolaus & Company, Incorporated, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., VALIC Financial Advisors, Inc., and U.S. BANCORP INVESTMENTS, INC. Daniel has held various licenses and certifications during his career and is currently registered to provide both broker-dealer and investment advisory services. Daniel specializes in helping individuals and families develop personalized financial plans and make informed investment decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/08/2017 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
IL
03/24/2016 - 07/13/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
GA
12/08/2014 - 03/23/2016
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/08/2014 - 03/23/2016
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/08/2014 - 03/23/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
12/08/2014 - 03/23/2016
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
12/17/2015 - 03/10/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
06/18/2012 - 11/12/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/05/2011 - 05/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 09/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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