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SCHWAN FINANCIAL ADVISORS, LLC
CRD 127313 · SEC 801-68527
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $0 |
| High net worth individuals | 255 | $0 |
| Pension/profit sharing plans | 24 | $0 |
All web addresses on file
Official SEC filing: View on IAPD