Daniel Shoemaker
Daniel Shoemaker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eau Claire, WI, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4257 Southtowne Drive, Eau Claire, WI, 54701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an owner and financial advisor at Blue Granite Wealth, dedicating about half of his time to this role. He also serves on the Finance/Investment Committee for the Eau Claire Community Foundation, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations27 states
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