SCHWAN FINANCIAL ADVISORS, LLC

ABERDEEN, South Dakota·3 registered advisors·CRD# 127313
SEC# 801-68527605-225-1047
01

Firm Overview

AUM
$51M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SCHWAN FINANCIAL ADVISORS, LLC

3 registered advisors
John Paul Schwan
ABERDEEN, South Dakota
Michael Anthony Duch
ABERDEEN, South Dakota
Sarathi Giridhar
ABERDEEN, South Dakota
05

Office Locations

ABERDEEN, South Dakota
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SCHWAN FINANCIAL ADVISORS, LLC (CRD# 127313) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.