Rod Schauer ChFC®
Managing Member, Chartered Financial Consultant® and
Investment Adviser Representative
Rod has over 45 years of professional experience in the financial industry.
Phone: (701) 277-9392
E-mail: rod@completeinvestmentadvisory.com
Rod's passion lies in helping individuals, families, and business owners create specialized financial plans that maximize, grow, and protect future income and net worth.
As a Financial Planner, Rod works with clients to help them chart a customized course for their financial future. By looking at all aspects of a financial plan, Rod can identify risks and shortfalls to better keep clients on track.
Credentials
Rod is a Chartered Financial Consultant® and a registered Series 65 advisor with the North Dakota Securities Department and has over 45 years of professional experience in the financial industry.
With these credentials, Rod specializes in helping his clients determine where they are at financially and reach their financial goals. He does this by looking at individual circumstances for optimal social security election, tax management, and overall rate of return. All of this is done so that his clients can securely answer this question:
"How much money do I need to save and how long will it last me?"
Working For You
As a fee-based financial planner, Rod does not earn commissions on securities. You may choose either a fee-based approach for your assets under management (AUM) or an hourly planning fee for creating a financial plan.
If you have questions, contact us today and we will set up a time to review your needs and address any questions you may have.
The Complete Investment Advisory Story
While running a small cattle ranch in Valley City, North Dakota, folks kept seeking Rod for financial advice.
It became clear that he and Sue were called to serve others in this way.
Rod pursued his Chartered Financial Consultant® coursework through The American College of Financial Services and converted the front half of one of their farm's Morton buildings into an office.
As their kids grew, the business grew and Rod began commuting to Fargo to serve more clients.
In 2016, Sue and Rod made their move to Fargo full-time.
Rachael, their oldest daughter, and her husband, Cody, joined the business in recent years.
They work remotely from their home in Lutsen, Minnesota, and travel to Fargo at least quarterly.
Team
Dedication. Experience. Passion.
As a small, family-run business, each of our team members makes a profound difference in the services we provide.
Ask Sue about our Complete Investment Advisory favorite Chocolate Cake Brownies!
Office Manager
Sue Schauer
Sue has been with the business since its inception and knows the ins and outs better than anyone!
Be it client service, operations, or adherence to regulations, Sue ensures we dot our i's and cross our t's.
In addition to all she does behind the scenes, Sue stocks the office with tasty treats, hot coffee, and luscious, leafy plants!
Need an icebreaker when you call?
Hatti would love to learn your favorite place to vacation!
Client Relationship Manager
Hatti Olson
Hatti's is the friendly voice you hear on the other end of the phone when you call our office. She keeps track of who needs what and when they need it.
When you are seeking support, Hatti will be the one to help you.
With a background in healthcare education, you'll find that Hatti is patient, understanding, and excellent at explaining complex things in simple terms.
Rachael completed her undergraduate research on the influence of gender in financial risk taking!
Process Manager
Rachael Schauer
Rachael came to our team after serving over a decade in human services. Her background in strategic planning and organizational management goes to work behind the scenes.
Previously, Rachael ran an economic enrichment department for women who were experiencing homelessness or subjected to domestic violence, sexual assault, or human trafficking.
Cody graduated from St. John's University with a bachelor's degree in accounting and a minor in economics.
Investment Manager
Cody Kirkeide
Cody is a registered Series 65 adviser with the North Dakota Securities Department. Additionally, Cody is pursuing his Certified Financial Planner coursework.
He is a critical thinker, quick learner, and sees the importance of the small details while working toward the bigger picture.