Daniel ShultzCRD Number: 6072140
Current Firm: Waddell & Reed
Daniel Shultz (CRD# 6072140) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|D.m. Shultz & Associates LLC||Omaha, NE||Jan 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Omaha, NE||Aug 2012 - Current||4|
|Waddell & Reed, Inc.||Omaha, NE||May 2012 - Current||5|
|Shultz Consulting||Omaha, NE||Oct 2011 - Current||5|
|First National Bank Of Omaha||Omaha, NE||Dec 1999 - Oct 2011||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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