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John Paul Schwan

SCHWAN FINANCIAL ADVISORS, LLC·ABERDEEN, South Dakota
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320 - 6TH AVENUE SE, ABERDEEN, SD 57401CRD# 1421895Firm CRD# 127313
01

About

John Paul Schwan is a registered financial advisor based in ABERDEEN, South Dakota, affiliated with SCHWAN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCHWAN FINANCIAL ADVISORS, LLC
SCHWAN FINANCIAL ADVISORS, LLC
AUM
$51M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SCHWAN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1421895
Firm CRD# 127313
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Paul Schwan offer?
John Paul Schwan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABERDEEN, South Dakota for a consultation.
What are John Paul Schwan's credentials?
John Paul Schwan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Paul Schwan located?
John Paul Schwan is based in ABERDEEN, South Dakota, working with SCHWAN FINANCIAL ADVISORS, LLC. Their office serves clients in the ABERDEEN metropolitan area and surrounding communities.
How does John Paul Schwan charge for services?
John Paul Schwan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHWAN FINANCIAL ADVISORS, LLC?
SCHWAN FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ABERDEEN
Michael Anthony Duch — SCHWAN FINANCIAL ADVISORS, LLCSarathi Giridhar — SCHWAN FINANCIAL ADVISORS, LLC
Nearby cities in South Dakota
SIOUX FALLS (45)WATERTOWN (9)RAPID CITY (6)MITCHELL (3)BROOKINGS (2)
City Guides
SIOUX FALLS GuideWATERTOWN GuideRAPID CITY GuideMITCHELL GuideBROOKINGS Guide
Research
Advisor Fees in South DakotaNational Fee Analysis
Browse by specialty
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