This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Consultant
Offering advice since: 2008
Areas of focus:
- Business planning
- Educational Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Rusty Schatz:
As a Financial Consultant, I provide financial advice to individuals and business owners who are serious about planning for their future with prudent investment opportunities.
Through D.A. Davidson & Co., I offer a full range of financial services to help clients create and preserve wealth and reach their lifestyle, retirement and educational goals. I do this by working with individual clients to define and prioritize financial goals and then create a strategic plan to help achieve those goals through active portfolio management.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Series 7, 66, Life and Disability Insurance
Bachelors in Business Management University of Idaho, Suma Cum Laude
Foreign Languages spoken:
Will provide references upon request?
Further information about D.A. Davidson:
(Size of firm: Over 100 advisors)
D.A. Davidson & Co. provides individual investors and businesses with a full menu of integrated financial products and services, helping you with your investment needs from college planning through retirement. We are based in the West, away from the crowds of Wall Street, and offer a uniquely personalized brand of service. Since 1935, we've combined great service with a deep sense of responsibility to our communities.
Whether you're a business owner working to provide more benefits to your employees or a young adult hoping to save for your future, you can turn to D.A. Davidson & Co. to help you reach your financial dreams.
Contact Information for Rusty Schatz
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Address for Rusty Schatz:
111 N. Washington
Moscow, ID, 83843
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