firm profile
Complete Investment Advisory, LLC
Overview
Complete Investment Advisory, LLC is a state registered investment adviser based in Fargo, ND, registered since 2013. It reports $109M in assets under management across 436 accounts, with 5 employees. It has 2 investment adviser representatives.
- Reported AUM
- $109M
- Discretionary
- 100%
- Accounts
- 436
- Average account
- $25K
- Employees
- 5
- Advisory reps
- 2
- Registered since
- 2013
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Rodney Alan Schauer Managing Member, Chief Compliance Officer CRD 6023553
Advisory reps 2 of 2
- Cody James Kirkeide Investment Adviser Rep CRD 8158067
- Rodney Alan Schauer Insurance Agent · Investment Adviser Rep CRD 6023553
Location
- Headquarters
- 3211 Fiechtner Dr S Ste 6
Fargo, ND 58103 - County
- Cass
- Metro area
- Fargo, ND-MN
- Region
- Midwest
Registrations
- State registered
- Registered in 3 jurisdictions
- Website: completeinvestmentadvisory.com
Every state, with registration dates
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