Advisor at Schwan Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwan Financial Advisors, LLC
Location
Aberdeen, SD 57401
Credentials
Series 63, Series 65
Industry experience
39 years
Financial Planning and Pension Consulting fixed fees typically range from $500 to $250,000 depending on complexity.
Certain Associated Persons earn commissions from selling insurance products and securities through affiliated broker-dealer and insurance agencies, separate from advisory fees.
Financial Planning and Pension Consulting hourly rates range from $125 to $450 per hour depending on complexity and experience.
Account minimum: Clients of Third Party Investment Advisers (TPIAs) recommended by Schwan Financial Advisors, LLC may be subject to minimum investment requirements set by those TPIAs. The firm itself does not specify a direct minimum account size in the brochure. Fee-only: Financial Planning fixed fees typically range from $500 to $250,000 depending on complexity. Pension Consulting fixed fees typically range from $500 to $250,000 depending on complexity.
Kovack Securities, inc.
2010 - Present (16 years)
Schwan Financial Advisors, LLC
2004 - Present (22 years)
Schwan Financial Group
2003 - Present (23 years)
N.Y. Life Ins. Co.
1984 - Present (42 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Aberdeen, SD
Edward Jones
Series 66
Aberdeen, SD
Edward Jones
CFP®, Series 66
Aberdeen, SD
Edward Jones
Series 66
Aberdeen, SD
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Aberdeen, SD
Edward Jones
CFP®, Series 63, Series 65, Series 66
Aberdeen, SD
Willkate Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")