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Daniel John Schulte

Advisor at Benjamin F. Edwards & Company, Inc. — Hermann, MO

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Hermann, MO

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

517

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

Daniel Schulte is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Schulte manages a bed and breakfast and real estate operations through Peace Valley Properties, LLC, and also works as a bartender at Crown Suites 1837 Cellar Bar in Hermann, Missouri. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a wide range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Client services

Based on Benjamin F. Edwards & Company, Inc.

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

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees charged in advance; must be agreed upon and can exceed $10,000 with manager approval.

Percentage

$0 - $250,000: 1.50% - 2.75% depending on program $250,000 - $500,000: 1.00% - 2.25% depending on program $500,000 - $1,000,000: 0.75% - 1.75% depending on program $1,000,000 - $2,500,000: 0.65% - 1.25% depending on program $2,500,000 - $5,000,000: 0.75% - 1.25% depending on program $5,000,000+: 0.65% - 0.75% depending on program

Commissions

Brokerage accounts pay commissions on transactions; also commission-based product sales outside advisory fees.

Project-based

Hourly consulting rates are available, specific rates negotiated with clients (e.g., $250/hour not specifically stated but typical).

Other

Account minimum: Varies by program and strategy, generally ranging from $5,000 to $160,000 depending on selected manager and strategy (e.g., $5,000 for some BFE-managed strategies; $25,000 - $40,000 for BFE financial advisor managed strategies; $10,000 - $100,000 for third-party managers). No single flat amount clearly stated. Minimum fee: Minimum annual fee of $125 applies to all BFE investment advisory accounts. Fee-only: Financial planning flat fees, investment and retirement plan consulting fees negotiated; typically flat fees or asset-based fees based on services.

Location

See office

Hermann, MO

Hermann MO

Advisors at this office

1

Most active in

Missouri

Work history

32 years of industry experience

Benjamin F Edwards & Co

2012 - Present • 14 years

Saint Louis, MO

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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Sandra L

Series 63, Series 65

Hermann, MO

Lifemark Securities Corp.

Sandra Lackman is a financial advisor with Lifemark Securities Corp. in Hermann, MO, holding Series 63 and Series 65 registrations and having 27 years of industry experience. She previously worked at Foresters Equity Services, Inc. for seven years before joining Lifemark Securities in 2018. Outside of her advisory role, she is a part owner of a family farm where she raises animals and vegetables for sale. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and provides suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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James S

Series 63, Series 65

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at Edward D. Jones & Co., L.P. Stiles maintains an active interest in local agriculture and land use through ownership of a farm that provides hunting leases and crop production. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm uses various analytical approaches and both proprietary and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Donald R

Series 63, Series 66

New Haven, MO

Edward Jones

Donald Ruzicka is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations. His career includes seven years at Scottrade before joining Edward Jones, where he has worked since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

Jeffrey Arnold is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AIG Capital Services, American General Life Insurance, Nexbank Securities, and S2K Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

John L

Series 66

Hermann, MO

Edward Jones

John Lackman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Melton Machine & Control Company for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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