Danielle L. Schultz
HAVEN FINANCIAL SOLUTIONS,
Evanston, IL
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CRD#: 5889189
Professional summary
Danielle L Schultz, CFP® is a registered financial advisor currently at HAVEN FINANCIAL SOLUTIONS, INC located in Evanston, Illinois.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Danielle has worked at 1 firm and has passed the Series 65 exam.
Biography
Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, a Certified Divorce Financial Analyst (CDFA™), and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and earned a certification in college planning. She earned an M.A. from the University of Chicago, School of Social Service Administration, and a B.A., magna cum laude, from Northeastern Illinois University.
She is the author of Idiot's Guide Beginning Investing (Penguin Random House); writes a regular column for Better Investing magazine and completed a thorough revision of their mutual funds handbook.
In addition to academic training and professionalexperience, Ms. Schultz has personally managed Social Security, Medicare,
retirement and long-term care issues; college funding concerns; and cash flowand transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Insurance Planning
Education Planning
Divorce Planning
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
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.
APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO FREELANCE WRITING (NOT DURING SECURITIES TRADING HOURS).
CRS (Client Relationship Summary) - RIA
Click below to view Danielle L Schultz'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®
CFP®
Start date: 2011
Experience
Current
April 20, 2011 - Present
HAVEN FINANCIAL SOLUTIONS, INC
RIA
CRD#: 156422
Evanston, IL
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
Illinois(4/20/2011)
Current Firm
HAVEN FINANCIAL SOLUTIONS, INC
HAVEN FINANCIAL SOLUTIONS, INC
CRD#: 156422 / SEC#:
Illinois
Registered Investment Advisory firm - (4/20/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Evanston, IL
Mailing Address
Phone number
(847) 864-2761
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 12,862,969 |
Red Flags
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