Schwan Financial Advisors, LLC

John Schwan is a financial advisor with Schwan Financial Advisors, LLC in Aberdeen, SD, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Kovack Securities, Inc. since 2010 and has been involved with Schwan Financial Advisors, LLC and Schwan Financial Group since the early 2000s. Outside of advising, he serves on the board of Farmers State Bank and holds leadership roles in several family and business ventures, including a food and service bar and an agricultural startup. Schwan Financial Advisors serves a diverse client base including individual households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, recommending and monitoring third-party investment advisers rather than directly managing client assets.

Dalton Lehnen is a CFP® professional with four years of industry experience, currently affiliated with Schwan Financial Advisors, LLC in Aberdeen, SD. His prior roles include positions at Kovack Securities, Inc., Onegroup Wealth Partners, Inc., Hand Securities, Inc., and Merrill Lynch. Outside of financial services, he serves as a baseball coach for the Harrisburg Baseball Association. Schwan Financial Advisors serves individual clients—including high-net-worth and non-HNW households—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on financial planning and pension consulting, referring clients to third-party investment advisers for portfolio management rather than directly managing assets.