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Daniel Schutte

Personal Finance, Retirement, Investing
“Independent fiduciary and fee-only financial advice with comprehensive and custom support, a 5-star public rating, no investment commissions or minimum, and historically better returns than the typical private client.”

Schutte Financial

Job Title:

Independent Advisor


Hello, and thank you for reading! I am a husband, father, Marine, independent financial advisor, business manager, and sports fan. Your personal goals and dreams are important to me. We offer a comprehensive approach to customize your financial plan. Our vision is to help invest in your legacy!

It is a great honor to enjoy the following highlights:

·         5-star rating by private clients

·         No commissions or minimum investment

·         Published by NASDAQ, Investopedia, and Business Insider

·         Featured financial advisor by Visa, Inc.

·         Historically better investment returns*

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

Schutte Financial provides trusted solutions for personal finances and wealth management, including custom planning, investments, and insurance. Credo means, “I believe.” Our credo as your advocate is to help achieve your goals by empowering you to believe in your heritage and invest in your 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 has managed 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: SchutteFinancial.com


Master of Business Administration (MBA), American Military University

Fee Structure:


CRD Number:


Insurance License:



CONTENT: All written content displayed here is for information purposes only. Opinions expressed herein are solely those of Schutte Financial 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 Schutte Financial 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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October 2018
February 2018
    Financial Planning, Retirement Savings
February 2018
October 2017
October 2017

All Answers
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    Personal Finance
What happens if interest rates increase too quickly?
100% of people found this answer helpful

Rising interest rates have a negative affect on income investments such as bonds. Based on your goals and time horizon, you can cushion this risk by including stock funds in your portfolio. Stocks historically have much greater return, so if your bond funds dip, you should have a much better outcome.

July 2017
    Investing, Mutual Funds
What are the advantages and disadvantages of mutual funds?
100% of people found this answer helpful
July 2017
    Marriage / Divorce, Financial Planning, Asset Allocation
What concepts can I use to guide the allocation of assets in my portfolio?
100% of people found this answer helpful
April 2018
    Military / Veterans, Estate Planning, Investing, Real Estate
Can I invest in real estate while young and in the military, and if so, how can I manage my investment while deployed?
100% of people found this answer helpful
May 2018
    Career / Compensation, Debt, Financial Planning, Retirement, 401(k)
Which retirement plan should I choose- 403(b), 457(b), or 401(a)?
100% of people found this answer helpful
May 2018