Dan Schroeder

Background

About Dan Schroeder

I have been a Principal at Advanced Capital Group since 2005 and have been a professional in the retirement plan industry for over 20 years. I take pride in managing client relationships, bringing new ideas to clients, assisting in the management of plan risks and fiduciary responsibilities. I ensure a strong investment policy is in place and consult my clients on plan design, compliance, and regulatory issues. My professional career has allowed me to be involved with retirement plan education, administrative support, relationship management, sales and management. Advanced Capital Group was incorporated in the state of Minnesota in 1998 to provide consulting, education and investment advisory services to corporate retirement plans. ACG added fixed income Investment Management in 2006 and Benefits/Risk Consulting in 2009. In 2010, ACG acquired the Deloitte retirement plan investment consulting practice and in 2013 acquired the St. Paul based advisory firm of Berthel Schutter, LLC. ACG’s practice is exclusively fee-based, independent and transparent. ACG is registered with the Federal Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.