Daniel A. Suiter

THE SCHAMBER GROUP

Lafayette, IN 47909

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CRD#: 5631876

Professional summary

Daniel A Suiter, AIF®, CFP® is a registered financial advisor currently at THE SCHAMBER GROUP, INC. located in Lafayette, Indiana.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) DANIEL A SUITER 638 S. EARL AVE. LAFAYETTE, IN 47904. BEGAN 01/23/2009 AS INSURANCE AGENT, THAT SELLS AND SERVICES HEALTH AND LIFE INSURANCE. NOT INVESTMENT RELATED. DEVOTES 10 HRS/WK. 10 HRS DURING TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 04/04/2009

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel A Suiter's CRS (Customer Relationship Summary).

Certified licenses

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

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 5, 2013 - Present

THE SCHAMBER GROUP, INC.

Office #1: 3526 Osborne Lane Suite B, Lafayette, IN 47909

RIA

CRD#: 166747

Lafayette, IN

Past

April 1, 2009 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LAFAYETTE, IN

Past

March 13, 2009 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LAFAYETTE, IN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(3/5/2013)

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: 3/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2009

General Securities Representative Examination

Current Firm

THE SCHAMBER GROUP, INC.

CRD#: 166747 / SEC#:

Indiana

Registered Investment Advisory firm - (3/5/2013 Approved)

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Contact information

Main Address

3526 Osborne Lane Suite B, Lafayette, IN 47909

Mailing Address

Phone number

(765) 807-0683

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 52,155,618

Red Flags

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

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Daniel A. Suiter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel A Suiter's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE SCHAMBER GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/12/2009

Current Firm

THE SCHAMBER GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE SCHAMBER GROUP, INC.

TRUST BUT VERIFY

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