Schutte Financial provides trusted solutions for personal finances and wealth management, including custom planning, investments, and insurance. As a personal advocate and independent fiduciary, we can help achieve your goals with leading technology and a network team of professionals for comprehensive care.
After carefully listening to your goals and dreams, a competent and caring advisor can discuss leading investment and insurance solutions that support your personal online financial plan. Schutte Financial may express appreciation for a client review or referral with a discount.
After carefully listening to your goals and dreams, a competent and caring advisor can discuss leading investment and insurance solutions that support your personal online financial plan. Schutte Financial may express appreciation for a client review or referral with a discount.
Reviews (10)
Jennifer Buetow
Jan 17, 2022
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I have been looking for the right person to trust for my investments. Dan took the time to walk me through all of my questions and gave me the space to think about how/if I wanted to proceed. I loved that he choose to educate me on potential investments, versus selling me on them. I have seen incredible growth in the last year and am so grateful to be a part of his strategies. I believe I can reach my finance goals with his help and am excited to pursue them with Schutte Financial! Thank you Dan!
Scott Ries
Feb 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Dan has been extremely helpful, knowledgeable, and always takes time to to answer any questions or concerns you may have. He has presented various options to meet current or future goals and thoroughly explains each of them. I highly recommend Dan and his associates!
Dan has been extremely helpful, knowledgeable, and always takes time to to answer any questions or concerns you may have. He has presented various options to meet current or future goals and thoroughly explains each of them. I highly recommend Dan and his associates!
Tina Cameron
Jan 03, 2021
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Dan is amazing! My husband and I realized that we needed to be more focused and deliberate about our investing. We had our money invested with different advisors and across several investment, however, we felt like we were not getting the time or attention we needed to be successful. We met with Dan and right away, I felt a difference. Dan is the most thorough and comprehensive advisor I've worked with. He asked us things we never thought about. He learned about our goals, analyzed all of our assets and gave us an actionable plan. He also looked into some things that we were worried about and helped
Theresa Schmitt
Oct 05, 2020
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Dan has quickly become one of the greatest assets to our family and is a one-of-a-kind professional. As a young couple, choosing to even search for a financial advisor felt like a huge undertaking. After doing quite a bit of research and initial phone calls with various others, Dan blew us away with his calm, confident, and reassuring approach to handling others' assets and specifically how it would look for us. His pricing packages offer something for everyone and it was nice to feel that this level of service was actually available to us as young investors.
Since beginning to work with him only
Since beginning to work with him only
Brady Bell
Aug 15, 2020
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Dan has been such a valuable asset in our early investing career. My wife, Bethany, and I have always been quite risk-averse, but Dan was able to put those fears at ease and come up with a very diversified investing portfolio. He is always a text or phone call away if we ever need anything or have any concerns/questions. He is extremely knowledgeable, and we are at ease knowing he is our financial advisor moving forward.
Maxwell Voorhies
Aug 13, 2020
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Dan has been tremendously helpful to our young family. Too many advisors are only for high net-worth clients, and working with them would have (ironically) bankrupted us. Dan took a personal interest and provided us with excellent service at a fair rate. What's more, he's a consummate professional: he is constantly following up, and it feels like he cares about our financial success as much as we do. Work with Dan!
Elle Triem
Aug 02, 2020
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Thomas Scheffel
Dec 10, 2017
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Dan Schutte is a breath of fresh air. In a world of being sold where trust can be a limited commodity, he was the opposite in every way. He genuinely cares about me and helping me achieve my financial goals. His expertise and attention to detail is unmatched. I could not more highly recommend working with Dan.
Jonathan Keithler
Sep 08, 2017
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Dan Schutte has been superb! I have been looking to invest for some time and Dan made it quick and easy. The level of confidence I had knowing his degree of experience and how much he cared about my personal situation gave me tremendous peace of mind. I cannot speak highly enough about Dan's accomplishments, and I wish him and his firm only the best moving forward. Investing with Dan would be one of the best decisions you could make with your future.
Lori Cooney
Jun 17, 2017
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Dan Schutte has given me the peace of mind in knowing that my finances are now being managed by an experienced, professional financial advisor. It can be overwhelming and daunting not having a financial plan for your family and yourself, but Dan took the uncertainty out my future and gave me the direction I needed.
Dan took the time to listen to my financial long-term goals and to get to know me. He is always quick to respond to communication while continuously being professional, courteous, and very knowledgeable.
I honestly always thought that you had to have a significant amount of money to
Dan took the time to listen to my financial long-term goals and to get to know me. He is always quick to respond to communication while continuously being professional, courteous, and very knowledgeable.
I honestly always thought that you had to have a significant amount of money to
