Daniel Schluter

Daniel Schluter is Vice President, Portfolio Analyst at Capital Advisors, Inc., based in Frisco, Texas. In this role, he is responsible for portfolio analysis and management, providing investment advisory and financial planning services to individual, small business, and institutional clients. He holds Series 65 registration and is actively licensed to advise clients in both Oklahoma and Texas.

Daniel specializes in analyzing and managing diversified portfolios, working across various asset classes including equities, fixed income, and alternative investments. His expertise encompasses the structuring and selection of investment strategies aligned to client objectives, with a strong emphasis on transparency and adapting to evolving market conditions. He also participates in the selection of external advisers, ensuring optimum outcomes for his clients' portfolios.

With over five years of experience in the financial industry, Daniel's previous roles include Investment Intern at Oklahoma State University Foundation and Commercial Banking Analyst at JPMorgan Chase & Co.. He earned a major in Finance and minor in Accounting at Oklahoma State University, and holds the Chartered Financial Analyst (CFA) designation as well as the Bloomberg Essentials Certificate. Daniel is recognized for his analytical capabilities and his commitment to client-focused, objective portfolio management within the wealth management sector.