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Daniel Stuart Schmitz

Saxony Capital Management, LLC

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About Daniel Stuart Schmitz

Daniel Schmitz is a financial advisor who has been in the industry since July 2013. Daniel is currently registered with Saxony Capital Management, LLC and is licensed in Ohio and Texas. Daniel has a background in financial planning and portfolio management and has experience working with high-net-worth individuals, corporations, and charitable organizations. Daniel has previously held positions at LPL Financial, LLC, MetLife Securities Inc., WealthCor, LLC, Callahan Financial, and Saxony Securities. Daniel's areas of expertise include investment management, financial planning, and insurance sales.

Firm Information

Daniel Schmitz is currently registered with Saxony Capital Management, LLC. Saxony Capital Management, LLC is a Saint Louis, MO-based investment advisory firm that manages approximately $239.3 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and others. They offer a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
Saxony Capital Management, LLC

11152 S TOWNE SQUARE

SAINT LOUIS, MO 63123

$239.29M

Assets Under Management

Not reported

Total Clients

36

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Consulting fees to ria's, finders fees, fees third party manager

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Daniel Schmitz’s Registration & Firm History

OH

08/25/2022 - Present

Saxony Capital Management, LLC (Hamilton OH)

OH

01/21/2015 - 06/20/2016

LPL FINANCIAL LLC (CINCINNATI OH)

OH

07/15/2013 - 01/12/2015

METLIFE SECURITIES INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 08/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Stuart Schmitz.
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