Daniel Schutte

MBA
Personal Finance, Retirement, Investing
87%
Helpful
261
Answers
7
Articles
32
Followers
“Perfect 5-star rating by private clients, no investment commissions or minimum, published by NASDAQ, Investopedia, and Business Insider, featured financial advisor by Visa, Inc., and historically better investment returns than the average private client.”
Firm:

Credo Wealth Management

Job Title:

Independent Financial Advisor

Biography:

Hello, and thank you for stopping by! I am a husband, father, Marine, independent financial advisor, 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, Investopedia, and Business Insider

·         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
February 2018
    Financial Planning, Retirement Savings
June 2017
    Choosing an Advisor, Financial Planning
May 2017
    Financial Planning, Investing, Personal Finance, Starting Out
July 2017
October 2017

All Answers
Sort By:
Most Helpful
    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

Five key concepts for portfolio allocation include:

  • Diversify your risk (example: use ETFs)
  • Consider your time horizon (example: gradually reduce volatility exposure)
  • Prioritize your goals (example: ensure funds are liquid when you need them)
  • Leverage your tax obligations (example: Roth IRA conversion vs. taxable account)
  • Control your principal (example: refuse to fall prey to fear and forfeit your balance with an annuity)
April 2018
    Financial Planning, 401(k), Asset Allocation, Real Estate
Should I change my asset allocation strategy?
100% of people found this answer helpful
3 weeks ago
    Debt, Retirement, Investing, 401(k)
I just paid off my debt and built up a four-month emergency fund; what's next?
100% of people found this answer helpful
2 weeks ago
    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
3 weeks ago
    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
3 weeks ago