Daniel Schumann, financial advisor Chicago IL
90 score

Daniel Schumann

CRD Number: 5970592
Current Firm: Stifel, Nicolaus & Company, Incorporated

Daniel Schumann (CRD# 5970592) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Minneapolis, MN Mar 2016 - Current < 1
Aig Oakdale, MN Nov 2014 - Mar 2016 1
U.s. Bancorp Investments, Inc. Saint Paul, MN Jun 2012 - Nov 2014 2
Wells Fargo Bank N.a. Roseville, MN May 2012 - May 2012 < 1
Ameriprise Financial Services,inc Minneapolis, MN Aug 2011 - May 2012 < 1
Frontline Assest Stratagies Roseville, MN May 2011 - Aug 2011 < 1
Schumann Vending Ham Lake, MN Feb 2009 - Jul 2011 2
Nco Financial Systems Mendota Heights, MN Aug 2010 - May 2011 < 1
Cvs Pharmacy Mounds View, MN May 2010 - Oct 2010 < 1
Northwestern College St. Paul, MN Jan 2010 - May 2010 < 1
Northwestern College St. Paul, MN Aug 2006 - May 2010 3
Mahtomedi Soccer Association Willernie, MN Mar 2007 - Sep 2009 2
Tradition Valet Bloomington, MN Feb 2008 - Mar 2009 1
Northwestern College St. Paul, MN May 2007 - Aug 2007 < 1
Home Depot Coon Rapids, MN Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Daniel P. Schumann
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • IL
  • MN
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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