Daniel Shomper (CRD# 6927189) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has 1 year of experience in the finance industry. Daniel Shomper 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# 5062672
Lincoln Investment
CRD# 5247687
Key Investment Services LLC
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairway Wealth Management | Independence, OH | Sep 2021 - Current | 2 |
| Unemployed | Akron, OH | May 2021 - Sep 2021 | < 1 |
| Wealth Impact Advisors | Fairlawn, OH | Jun 2018 - May 2021 | 2 |
| University Of Akron | Akron, OH | May 2016 - May 2020 | 4 |
| The University Of Akron - Ej Thomas Hall | Akron, OH | Sep 2016 - Mar 2020 | 3 |
| Heeby's Surplus | Reading, PA | Jun 2014 - May 2018 | 3 |
| High School | Fleetwood, PA | Jan 2012 - May 2016 | 4 |
- OH
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Total Assets Under Management2,347MILLIONS
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Total Number of Accounts272ACCOUNTS
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Average Account Value$8,629,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, IL, NC, NH, NY, OH, PA, SC, TX
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