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Dale Schumacher

Advisor at OneDigital

Updated today

Location

Farwell, MN

Credentials

Series 63, Series 65

Industry experience

18 years

About

Dale Schumacher is a financial advisor at OneDigital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and LPL Financial. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a variety of analytic approaches and model strategies, using ETFs, mutual funds, and other investment vehicles, and offers both discretionary and non-discretionary management.

Client services

Based on OneDigital

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OneDigital

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Based on OneDigital

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and family office services may be charged on a one-time or annual flat fee basis, fully negotiable. Wealth, Inc. Access Fee is a one-time flat fee.

Percentage

Up to 2.00% annually on assets under management (tiered fee schedule applies, exact tiers not specified)

Commissions

Commission-based fees may be received by certain registered representatives and insurance agents affiliated with OneDigital for selling investment and insurance products.

Project-based

Financial planning fees may be charged on an hourly basis, fully negotiable.

Other

Fee-only: Investment advisory fees charged quarterly in advance, based on percentage of assets under management, hourly basis, or fixed fee basis. Financial planning and family office fees may be charged on flat fee or hourly basis.

Location

Farwell, MN

Most active in

Florida · Minnesota

Work history

OneDigital Investment Advisors LLC

2024 - Present (2 years)

RBC Capital Markets

2020 - 2024 (4 years)

LPL Financial, llc

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy J

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Alexandria, MN

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Retired Founder/Business Owner
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