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Dan Schuetz

6 Years of Experience
Canton, MI
Broker

Dan Schuetz is a registered investment advisor at Wells Fargo Advisors, based in Canton, MI, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5840 N Canton Center Rd., Suite 262, Canton, MI, 48187

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dan works as a referee in an adult recreational hockey league, starting in 2022. This takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLC
December 2020 - May 2022 · 1 yr 5 mos
LPL Financial LLCBroker
January 2020 - May 2022 · 2 yrs 4 mos
State Registrations2 states
GAMI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.