Osaic Wealth
46yrs
Top advisor by experience in Papillion
14yrs
Daniel Shultz
Full name on record: Daniel Murray Shultz
Financial advisor at Commonwealth Financial Network
Based in Papillion, Nebraska, Daniel Shultz is a fiduciary financial advisor with 14 years of industry experience. Daniel joined Commonwealth Financial Network in 2017, after five years at Waddell & Reed. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 50 advisors with offices in Papillion, and one of 48 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 66% of advisors in Papillion
Office105 S. Washington St., Papillion, NE 68046
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowCommonwealth Financial NetworkCurrent firm
- 2012 – 2017Waddell & ReedPreviously
Contact Daniel
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Daniel. 105 S. Washington St.Papillion, NE 68046Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Daniel Shultz. Daniel works from the Papillion, NE office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 66% of advisors in Papillion.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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