Daniel Schaner
Daniel Schaner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bismarck, ND, with 9 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
2000 Schafer Street, Siute A, Bismarck, ND, 58501
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Daniel is the chairman of a school board, spending minimal time on it. He also owns rental property through Little Way LLC and dedicates about half his time to Prosperitas Investments Inc. as an owner. Daniel sells fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.