Erin Schwan (CRD# 5757262) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Broadview Heights, OH and has over 10 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
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Independence Capital Company, Inc.
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The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Broadview Heights, OH | Apr 2019 - Current | 5 |
| State Farm Vp Management Corp | Broadview Heights, OH | Nov 2018 - Current | 5 |
| Erin Schwan Insurance Agency | Broadview Heights, OH | Jun 2018 - Current | 5 |
| State Farm Insurance | Broadview Heights, OH | Jan 2018 - May 2018 | < 1 |
| Keybank | Medina, OH | Mar 2017 - Jan 2018 | < 1 |
| Key Investment Services, LLC | Cleveland, OH | Jan 2017 - Jan 2018 | 1 |
| Pnc Investments | Pittsburgh, PA | Feb 2016 - Dec 2016 | < 1 |
| Pnc Bank | North Olmsted, OH | Feb 2016 - Dec 2016 | < 1 |
| J.p. Morgan Securities LLC | Strongsville, OH | Oct 2012 - Feb 2016 | 3 |
| Jpmorgan Chase Bank Na | Strongsville, OH | Feb 2010 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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