Daniel K Schuh
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2023 to now
- Cambridge Investment Research, Inc.Jan 2021 to now
- Turnhall FinancialMay 2020 to Dec 2020
- Pizza ManMar 2020 to Aug 2020
- Outdoor PursuitsAug 2019 to Jul 2020
- Wintrust MortgageMay 2019 to Aug 2019
- University of Wisconsin - MilwaukeeSep 2017 to Dec 2020
- The Concrete CompanyJun 2017 to Aug 2018
- Stoughton Lumber AceJun 2016 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7249703
- Firm CRD
- 134139