Danielle Schultz, financial advisor Evanston IL

Danielle Schultz

CRD Number: 5889189
Current Firm: Haven Financial Solutions, Inc.

Danielle Schultz (CRD# 5889189) is an Investment Advisor Representative working at Haven Financial Solutions, Inc. in Evanston, IL and has over 13 years of experience in the finance industry. Danielle Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
(self Employed) Evanston, IL Jan 1992 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Danielle L. Schultz
Phone Number: 847-864-2761
Registered State(s):
  • IL
Current Firm Details
Haven Financial Solutions, Inc.
Firm's CRD Number: 156422
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,292,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

IL

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