Daniel Schutte

MBA
Personal Finance, Retirement, Investing
89%
Helpful
180
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5
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16
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“Perfect 5-star rating by private clients, no investment commissions or minimum, published by NASDAQ and Investopedia, featured financial advisor by Visa, Inc., and historically better investment returns than the average private client.”
Firm:

Credo Wealth Management

Job Title:

Independent Personal Wealth Manager

Biography:

Hello, and thank you for stopping by! I am a husband, father, Marine, independent personal wealth manager, business manager, and sports fan.

It is a great honor to enjoy the following highlights:

·         Perfect 5-star rating by private clients

·         No commissions or minimum investment

·         Published by NASDAQ and Investopedia

·         Featured financial advisor by Visa, Inc.

·         Historically better investment returns*

*based on data from ARC Private Client Indices (PCI)

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.

Start investing in your legacy today at: CredoWealthManagement.com

Education:

Master of Business Administration (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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May 2017
    Financial Planning, Investing, Personal Finance, Starting Out
June 2017
    Choosing an Advisor, Financial Planning
July 2017
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All Answers
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    Retirement Savings, Investing, Lifestage Based Planning
How do you speak to very young investors about saving/investing?
100% of people found this answer helpful

You bring up a really good point. Due to the examples you provided, you absolutely should have some shorter-term (and more conservative) investment options. Regarding waiting for retirement, you may still want to consider the power of compounding returns from allowing the funds to grow over longer periods of time. You can accomplish both of these goals with a taxable account (shorter-term and more conservative) along with a Roth IRA (longer-term and more aggressive) at Betterment.

June 2017
    Financial Planning, Retirement, Lifestage Based Planning
How would I set up a financial plan without retirement in mind?
100% of people found this answer helpful
June 2017
    Investing, Starting Out
Is value investing a good strategy for someone starting out?
100% of people found this answer helpful
June 2017
    Career / Compensation, Financial Planning, 401(k)
Should I contribute less to my 401(k) and more into a savings account as my company is going through layoffs?
100% of people found this answer helpful
June 2017
    IRAs
How can we rollover a traditional IRA into a back door Roth IRA?
100% of people found this answer helpful
June 2017