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
CFP®, Series 63, Series 65
Industry experience
4 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.
2024 - Present (2 years)
Schwan Financial Group
2024 - Present (2 years)
Onegroup Wealth Partners, Inc
2023 - 2024 (1 year)
Hand Securities, Inc
2022 - 2024 (2 years)
Harrisburg Baseball
2021 - Present (5 years)
Bpas Inc
2020 - 2024 (4 years)
FRINGE BENEFITS DESIGN OF MINNESOTA, INC.
2020 - 2024 (4 years)
Minnesota Mash
2020 - 2020 (1 year)
Sterling State Bank
2019 - 2020 (1 year)
Merrill Lynch
2018 - 2018 (1 year)
New York Yankees
2017 - 2020 (3 years)
UnEmployed
2017 - 2017 (1 year)
Legends Golf Club
2013 - 2016 (3 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
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