Daniel Paul Rustemeyer

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2017 → 07/2017
  International Trade Center - University Of Missouri
  Prague
• 08/2014 → 05/2018
  University Of Missouri
  Columbia, MO
• 09/2015 → 06/2017
  Trulaske College Of Business Study Abroad Staff
  Prague
• 08/2018 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 12/2019 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL AGENT

Exams

• S66 Uniform Combined State Law Examination
  2019-11-25
• S63 Uniform Securities Agent State Law Examination
  2018-10-05

Other Names

• Daniel Rustemeyer