Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schoenecker is an investment advisor representative with Mutual Advisors, LLC. Daniel has been in the financial services industry for over seven years. Daniel is registered with the state of Minnesota. Prior to joining Mutual Advisors, LLC, Daniel was employed by Commonwealth Financial Network and CRI Securities, LLC. Daniel specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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.
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NE
10/09/2024 - Present
Mutual Advisors, LLC (OMAHA NE)
MN
08/15/2018 - 01/17/2023
COMMONWEALTH FINANCIAL NETWORK (Bloomington MN)
MN
04/18/2017 - 08/16/2018
CRI SECURITIES, LLC (BLOOMINGTON MN)
MN
04/18/2017 - 08/16/2018
SECURIAN FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
02/02/2016 - 04/11/2017
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
02/04/2016 - 03/27/2017
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 02/17/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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