Falists
← Back to search

SCHWAN FINANCIAL ADVISORS, LLC

CRD 127313 · SEC 801-68527

Visit website

401 VIVIAN STREET S., ABERDEEN, SD, 57401, United States

Phone

605-225-1047

Fax

605-225-6708

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 307 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals6$0
High net worth individuals255$0
Pension/profit sharing plans24$0

All web addresses on file

Official SEC filing: View on IAPD