Daniel Schuster (CRD# 6880733) is an Investment Advisor Representative working at Fjell Capital in Fargo, ND and has over 6 years of experience in the finance industry. Daniel Schuster 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.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fjell Capital | Fargo, ND | Jul 2023 - Current | < 1 |
| Sanctuary Wealth | Fargo, ND | Aug 2020 - Current | 3 |
| Ubs | Fargo, ND | Nov 2017 - Aug 2020 | 2 |
| Full-time Student (high School & College) | Fargo, ND | Jan 2008 - Aug 2017 | 9 |
| Wex Health | Fargo, ND | Jun 2016 - Jan 2017 | < 1 |
| Elevate Rock School | Fargo, ND | Jun 2015 - May 2016 | < 1 |
| Metro Window Washing | Fargo, ND | May 2014 - Aug 2015 | 1 |
| West Acres Mall | Fargo, ND | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- ND
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$249,820
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, ND, NE, TX
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