Daniel Schumann
Daniel Schumann is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minneapolis, MN, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 S 6TH St, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.
Royal Alliance Associates, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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