Daniel
Schoenecker
Mutual Advisors, LLC
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About this Advisor
Daniel Schoenecker is a financial advisor who works out of Minneapolis, Minnesota. Schoenecker is on the advisory team at Mutual Advisors, LLC. Over the course of their career, they have held roles at Wealth Enhancement Group, University Of St.Thomas Mba Program, Disciplined Growth Investors, National Recycling Inc, Lpl Financial LLC, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Securian Financial Services, Inc, Cri Securities, LLC, Integrated Equity Management, Inc, Commonwealth Financial Network and Mutual Advisors, LLC. Schoenecker holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Mutual Advisors, LLC is an advisory firm operating out of Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 people on staff. It has $5 billion in assets among its 20,842 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mutual Advisors, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely depend on the services offered. However, fees charged by Mutual Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Schoenecker Work History
Daniel has been registered as a financial advisor for 0 years.*
Mutual Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Securian Financial Services, Inc
Securian Financial Services, Inc
Cri Securities, LLC
Integrated Equity Management, Inc
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Lpl Financial LLC
University Of St.Thomas Mba Program
Disciplined Growth Investors
National Recycling Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Schoenecker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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