A complete list of active advisors currently associated with Schwan Financial Advisors, LLC
Warmer can help you find a great advisor at Schwan Financial Advisors, LLC or one who fits your needs even better.
Schwan Financial Advisors, LLC provides financial planning, pension consulting, and related advisory services to individuals (including high-net-worth clients), retirement plans, trusts, estates, and other institutions. The firm offers cash‑flow, retirement, insurance, education, and estate analyses and also provides employee education and plan investment lineup support for 401(k) and other retirement plans. Rather than directly managing client portfolios, Schwan refers clients to third‑party investment advisers for discretionary portfolio management and assists clients in selecting and monitoring those managers; the brochure identifies Kovack Advisors as the recommended TPIA and discloses that the firm shares in the fees paid to those managers. The firm also provides advisory work around specialized areas such as direct indexing and cryptocurrency consulting, and prepares investment policy statements and ongoing monitoring for pension clients. Schwan is notable for several uncommon affiliations and business activities for a firm of its size: its parent and affiliated entities include an insurance agency that sells fixed life, health and annuity products and an accounting/tax services firm, and several associated persons are registered representatives of a broker‑dealer and licensed insurance agents who may receive commission compensation. The brochure discloses these arrangements and related conflicts of interest (including sharing in TPIA fees and potential commission income), and the firm recently amended its disclosures to highlight risks tied to direct indexing, political developments, and use of AI tools.
To learn more about the advisors currently working at Schwan Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Aberdeen, SD
| 4
| |
Aberdeen, SD
| 40
|
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