Daniel Shuck, financial advisor Louisville KY
96 score

Daniel Shuck

CRD Number: 1287728
Current Firm: Allstate Financial Advisors, LLC

Daniel Shuck (CRD# 1287728) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Louisville, KY and has over 32 years of experience in the finance industry. Daniel Shuck 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
Allstate Insurance Co Louisville, KY Oct 2012 - Current 4
David Gimbel Agency Louisville, KY Nov 2013 - Aug 2014 < 1
Edward Jones St Louis, MO Jun 2012 - Oct 2012 < 1
Self Employed Louisville, KY Nov 2006 - Jun 2012 5
Certified Investment Services, Inc. Winchester, VA Nov 2008 - Dec 2010 2
Fifth Third Securities Louisville, KY Oct 2004 - Nov 2006 2
Fifth Third Bank Louisville, KY Sep 2004 - Nov 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Daniel L. Shuck
Phone Number: 847-402-5296
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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