wiseradvisor

Rod Schauer, ChFC®, ChFC®
Complete Investment Advisory LLC

Tel: 701-277-9392
3211 Fiechtner Dr
Suite 6
Fargo, ND 58103

Your Secure Retirement is our Business

Complete Investment Advisory LLC | Financial Advisor in Fargo ,ND

About Complete Investment Advisory LLC

Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your future not our current commission.

We help clients design a future that fits their risk tolerance and rate of return needed to accomplish their goals.

We have a Chartered Financial Consultant on staff to help you plan your future using sound financial principal for your life and the life of your money beyond you.


General Information

Firm Start Year:   1980
No.of Employees:   2-4
Gender:   Male
Insurance License#:   658863
Name of Broker/Dealer:   NA
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   ND,SD,MN and others, na
Number of Years with Current Firm:   30
Work Experience:   Chartered Financial Consultant and income tax preparer
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced:   NA
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Annuities, Insurance Planning, Estate Planning & Trusts


Services

Investment Types:   Stocks, Mutual Funds, Options & Futures, Bonds, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, Via Phone, At my office, Via Email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care


Firm Information

Firm's Number of Clients:   215
Firm's Number of Planning Clients:   NA
Firm's Number of Managed Clients:   NA
Assets Managed by Firm:   NA
Advisor's Number of Clients:   180
Advisor's Number of Managed Clients:   NA
Advisor's Number of Planning Clients:   NA
Assets Managed by Advisor:   NA


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   1.5%-.05%
Hourly Rate:   $250.00
Flat Fee Rate:   na
Additional Details on Charges:   We design you financial plan and investment strategy to help achieve your goals.
Minimum Fee Charged for Managed Accounts:   na
Minimum Fee Charged for Hourly Planning Accounts:   na
Minimum Fee Charged for Flat Fee Accounts:   na



Faqs

  • Why should I choose you as my financial advisor? 30 years of experience
  • What are your qualifications? What is your education background? Understanding the needs and risk tolerances of clients to design a retirement program that fits with your choices.
  • How do you charge for your services? Safe Money, income tax preparation, tax free income and inheritance, Money management
  • How are you compensated? How will I pay for your services? over 200
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? no we have many alliances with other professionals who have specific knowledge for each individuals needs
see more
Rod Schauer

Rod Schauer

ChFC®, ChFC®

Financial Planning, income tax planning, investment management, tax efficient investment management, as well as all areas of financial guidance.

see more

My Services

Financial Planning for Individuals

Financial planning, identifying your return rates needed to achieve your goals, tax considerations and how long your money will last.


Financial Advice & Consulting

Individually designed accounts to achieve your goals. How best to achieve your goals by proper budgeting and cash flow management.


Portfolio Management

We invest in individual securities that meet your risk tolerance, adhere to stops/alerts and position size to reduce volatility.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Communities Served

Most