Daniel J. Shramek

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CRD#: 5492898

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel J Shramek, CFP®, who also goes by Daniel Joseph Shramek, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2008. Daniel had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Daniel Joseph Shramek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

April 25, 2012 - August 18, 2014

CORDANT WEALTH PARTNERS

RIA

CRD#: 152395

PORTLAND, OR

Past

March 25, 2010 - December 7, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

WARWICK, RI

Past

March 18, 2010 - December 7, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WARWICK, RI

Past

April 14, 2008 - October 6, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PROVIDENCE, RI

Past

March 21, 2008 - October 6, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PROVIDENCE, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/2008

General Securities Representative Examination

Current Firm

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

2175 Nw Raleigh St. Suite 110, Portland, OR 97210

Mailing Address

Phone number

(503) 621-9207

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDANT COMBINED FORM CRS AND FIRM BROCHURE (09.10.2025) (9/10/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 337,694,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2024	Cover Page	Report
10/10/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Shramek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORDANT WEALTH PARTNERS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CORDANT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2008

Series 7

Date: 3/20/2008

Current Firm

CORDANT WEALTH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORDANT WEALTH PARTNERS

TRUST BUT VERIFY

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