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Complete Investment Advisory, LLC
Complete Investment Advisory LLC is an independent, family-run, fee-based, registered investment advisory firm. They are dedicated to helping individuals and...
Overview
Complete Investment Advisory LLC is an independent, family-run, fee-based, registered investment advisory firm. They are dedicated to helping individuals and institutions manage their money for life's journey ahead. They have a fiduciary responsibility to always put clients first and help determine financial goals and find the best solutions to reach those goals.
General information
Firm type
RIA
Location
Country
USA
City
Fargo
Principals
Rod Schauer
Managing Member, Chartered Financial Consultant and Investment Adviser Representative
Sue Schauer
Office Manager
Hatti Olson
Client Relationship Manager
Rachael Schauer
Process Manager
Cody Kirkeide
Investment Manager
Frequently asked questions
Who runs investment decisions at Complete Investment Advisory, LLC?
Public sources do not disclose a named principal or investment committee at Complete Investment Advisory, LLC. The firm's website and SEC filings do not list individual operators in accessible records.
What is the firm's AUM?
Complete Investment Advisory, LLC does not publicly disclose its AUM. No external publication provides an estimate, and the firm has not reported this figure in any accessible medium. The figure is classified as undisclosed.
Does Complete Investment Advisory, LLC invest in direct deals or funds?
The firm's investment approach is not publicly documented. It is unclear whether Complete Investment Advisory, LLC participates in direct investments, fund commitments, or co-investments. No portfolio holdings or deal activity have been cited in public sources.
Where is Complete Investment Advisory, LLC based?
The firm's headquarters location is not confirmed in publicly available records. No city, state, or country has been associated with Complete Investment Advisory, LLC through its website or regulatory filings.
What sectors does Complete Investment Advisory, LLC focus on?
No sector preferences are disclosed by the firm. Public sources do not indicate any targeted industries, geographies, or asset classes for investment activity.
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