Daniel Schutte

MBA
Personal Finance, Retirement, Investing
87%
Helpful
188
Answers
5
Articles
19
Followers
“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.

Videos
  • Welcome to Credo
  • Invest in Your Legacy
  • Your Value: Human Insight with Robo Tech
  • Free Consultation
All Articles
Sort By:
Most Helpful
May 2017
    Financial Planning, Investing, Personal Finance, Starting Out
June 2017
    Choosing an Advisor, Financial Planning
July 2017
October 2017
October 2017

All Answers
Sort By:
Most Helpful
    Investing, Annuities
Is an annuity the best form of investment for my situation?
100% of people found this answer helpful

Many financial planners will suggest an annuity because they receive a high commission from selling it. While you do want to consider potential downside risk, you should also be aware of other annuity cons such as typically capped returns and loss of principal during the payout phase. You might want to consider a conservative to moderate ETF portfolio instead, which can be managed to provide income and targeted to keep up with inflation at Betterment.

July 2017
    Choosing an Advisor, ETFs, Mutual Funds
What are the differences between ETFs and no-load mutual funds?
100% of people found this answer helpful
August 2017
    Financial Planning
What is the best type of trust fund?
100% of people found this answer helpful
July 2017
    Financial Planning, Retirement, IRAs
What are my options to avoid the pitfall of tax deferring IRAs?
100% of people found this answer helpful
July 2017
    Financial Planning, Investing, Asset Allocation
How can I enter the market today at such high valuations to meet 20 year long investment objectives?
100% of people found this answer helpful
July 2017