Dale Michael Schumacher

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2020
  Lpl Financial, Llc
  Minnetonka, MN
• 07/2020 → 07/2024
  Rbc Capital Markets, Llc
  Minnetonka, MN
• 08/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2020-07-08 → 2024-07-05
  Rbc Capital Markets, Llc
  Minnetonka, MN
• 2015-01-20 → 2020-07-16
  Lpl Financial Llc
  Minnetonka, MN
  Minnetonka, MN
• 2013-06-20 → 2015-01-20
  Wealthspire Advisors
  Minneapolis, MN
• 2007-10-29 → 2013-07-08
  Baker Tilly Investment Advisors
  Madison, WI

Other Businesses

Fixed insurance sales and service; investment related; private residence; sales and service of non-variable insurance products; agent; 2/2008; 1 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-01-17
• S65 Uniform Investment Adviser Law Examination
  2007-10-26

Other Names

• Dale Michael Schumaher