Our Team

Our Team

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Rod Schauer, ChFC ®

Managing Member

701-277-9392

 

 

Form Disclosure (ADV2A)  Rodney Schauer (ADV2B)

Rod Schauer is a Chartered Financial Consultant® and Managing Member of Complete Investment Advisory, LLC. 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 registered Series 65 advisor with the North Dakota Securities Department and has over 30 years of professional experience in the financial industry. With these credentials, Rod specializes in helping his clients determine where they are at financially and helping them 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 the 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 approach 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. 

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Nathan Zuidema

Financial Planning Associate & Series 65 Advisor

701-277-9392

Nathan Zuidema (ADV-2B)

Nathan joins our team with a Bachelor's Degree in Economics and Minors in Psychology & History.  In his role as Financial Planning Associate, he works in cooperation with Rod, participating in all aspects of Financial Planning and Investment Management.  Nathan is a Registered Series 65 Advisor with the North Dakota Securities Department along with having completed the requirements for Life, Health & Accident Insurance Licensing.  Nathan is a real asset to our team.

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Loretta Binfet, Enrolled Agent

701-356-3211

Loretta is our contracted tax specialist. She prepares income tax returns and offers guidance on tax planning. Loretta has earned the Enrolled Agent designation from the Internal Revenue Service (IRS). According to IRS.gov, the enrolled agent status is the highest credential the IRS awards. This means she carries the privilege of representing you in front of the IRS. 

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Sue Schauer

Officer Manager

701-277-9392

Sue is our Office Manager.  In addition to managing day to day operations, Sue is engaged in client service and the administration behind the scenes that keeps the business operating smoothly.    

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