wiseradvisor


Rod Schauer, Chartered Financial Consultant, ChFC®
Complete Investment Advisory LLC

Tel: 701-277-9392
3211 Fiechtner Dr
Suite 6
Fargo, ND 58103
Complete Investment Advisory LLC | Financial Advisor in Fargo ,ND

Your Secure Retirement is our Business


About Rod Schauer

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


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.

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General Information

Firm Start Year:   1980
No.of Employees:   2-4
Insurance License#:   658863
Name of Broker/Dealer:   NA
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   na
Number of Years with Current Firm:   30
Work Experience:   Chartered Financial Consultant and income tax preparer
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)
Can meet clients in the following ways:   Your Home, Via Phone, Our 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

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

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Financial 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.

Retirement Planning

Using a financial plan will show you how much income you can have in retirement, and the tax implications of your account holdings in an effort to have the best mix for maximum net income.

401K Rollovers

We help you determine the implications of doing a 401k rollover as well as the potential for income during your lifetime, also help you see the tax implication to your beneficiaries.

Insurance Planning

Risk transfer strategies. Insurance helps transfer risk for a cost to an outside party.

Annuities

Annuities can provide a guaranteed income, with downside protection at a cost to lower upside potential.

Estate Planning & Trusts

we guide clients for their estate plan, work with competent lawyers in implementing your estate plan.

Tax Advice and Services

Proper tax planning will help you achieve maximum net income, now and in the future.

Investment Advice & Management

Proper Investment management takes, position size into account, risk tolerance and income tax planning.

Wealth Management

Overall Wealth Management takes a holistic view to achieve the best results for today and the future.

Risk Management

Risk Management helps you preserve and protect what you have accumulated, or will accumulate.

Money Management

Money Management guides you to the proper account type for saving/accumulating and investments to meet your present and future goals.


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?

Fee's charge to account or paid on invoice.

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

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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

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