Daniel Schutte

MBA
Personal Finance, Retirement, Investing
88%
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131
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3
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“Credo Wealth Management is a personal advocate with fee-only advice and management, Proverbs-based principles, proven strategies, leading technology, human expertise, and historically better performance than the average investor to invest in your legacy. ”
Firm:

Credo Wealth Management

Job Title:

Founding Principal and Financial Advisor

Biography:

Credo means “I believe”. We believe in supporting your heritage by empowering your legacy. We are your personal advocate with fee-only management and advice, Proverbs-based principles, proven strategies, leading technology, human expertise, and historically better performance than the average investor. Credo Wealth Management was born from a passion to help people manage their finances and enjoy a fulfilling life while creating a legacy.

​Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, he chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options. ​While Dan has been conducting market research and studying wealth management for over 15 years, he now enjoys providing this service to our valued clients with both competence and care.

​Dan is currently managing budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the First Marine Headquarters Group. ​As a resident of Denver, Colorado, Dan is married to his wife, Sarah, and enjoys spending time making memories as a family.

Education:

MBA, American Military University

Fee Structure:

Fee-Based
Asset-Based

CRD Number:

6596281

Insurance License:

#512321

Disclaimer:

CONTENT: All written content displayed here is for information purposes only. Opinions expressed herein are solely those of Credo Wealth Management LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. This communication may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other sources. REGISTRATION: Advisory services are offered through Credo Wealth Management LLC; an investment advisor firm domiciled in the state of Colorado. The presence of this communication on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

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  • Welcome to Credo
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May 2017
    Financial Planning, Investing, Personal Finance, Starting Out
last month
    Choosing an Advisor, Financial Planning
4 weeks ago

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    Investing, IRAs, Lifestage Based Planning
How diverse should I be with $5,000?
100% of people found this answer helpful

Great job on maxing out your Roth IRA! You are already a step ahead of most investors your age.

If sounds like you would like some decent growth without putting too much risk into the investment.

Two suggestions:

  • Ensure you are properly diversified (low-cost ETF funds are recommended)
  • Get advice on a moderately allocated portfolio (debt/bond vs. equity/stock funds)

A properly balanced portfolio can include global markets but should also include a core domestic index holding.

May 2017
    IRAs, Real Estate, Taxes
What is the most tax efficient way to store funds from the sale of a home in an IRA?
100% of people found this answer helpful
May 2017
    Investing, Starting Out
What is a good investment for someone young to start with small capital looking to explore the market?
100% of people found this answer helpful
May 2017
    Financial Planning, Investing
How should I adjust the investments in my Health Savings Account?
100% of people found this answer helpful
May 2017
    Personal Finance, Stocks
Is it better to buy partial or whole shares?
100% of people found this answer helpful
May 2017