Daniel Schuler (CRD# 6950975) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 3 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pension Consultants, Inc. | Springfield, MO | Jan 2023 - Current | 1 |
| Pension Consultants, Inc. | Springfield, MO | Aug 2021 - Current | 2 |
| Pension Consultants Inc. | Springfield, MO | Jun 2021 - Dec 2022 | 1 |
| Racquet Club Ladue | Ladue, MO | May 2019 - Jul 2021 | 2 |
| Stifel, Nicolaus & Company, Inc. | Saint Louis, MO | May 2018 - Jul 2021 | 3 |
| University Of Missouri - Saint Louis | Saint Louis, MO | Aug 2014 - Aug 2019 | 5 |
| Anders Cpas + Advisors | Saint Louis, MO | Jan 2018 - Mar 2018 | < 1 |
| Loves Travel Stop | Strafford, MO | May 2015 - Jan 2018 | 2 |
| University Of Missouri - Saint Louis | Saint Louis, MO | Sep 2015 - May 2016 | < 1 |
| Woods Supermarket | Bolivar, MO | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- MO
-
Total Assets Under Management4,447MILLIONS
-
Total Number of Accounts141ACCOUNTS
-
Average Account Value$31,536,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AR, KS, MO, NE, OK
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