Schwan Financial Advisors, LLC

Schwan Financial Advisors, LLC (CRD# 127313) is a financial advisory firm headquartered in Aberdeen, SD. They manage $61,359,357 in 622 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $98,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, IA, MI, MN, ND, NE, SD

Financial Advisors at Schwan Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Rydell
CRD#: 5324272
4625 45th Street South, Suite 200-i, Fargo, ND 58104
98
Wealthminder
score

Michael Rydell (CRD# 5324272) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Fargo, ND and has over 9 years of experience in the finance industry.

2
Sarathi Giridhar
CRD#: 4100647
320 - 6th Avenue Southeast, Aberdeen, SD 57401
96
Wealthminder
score

Sarathi Giridhar (CRD# 4100647) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 16 years of experience in the finance industry. Sarathi Giridhar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jonathan C. Davidson
CRD#: 5610893
320 - 6th Avenue Se, Aberdeen, SD 57401
93
Wealthminder
score

Jonathan Davidson (CRD# 5610893) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 7 years of experience in the finance industry.

4
Allen R. Soulek
CRD#: 1873068
320 - 6th Avenue Se, Aberdeen, SD 57401
93
Wealthminder
score

Allen Soulek (CRD# 1873068) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 28 years of experience in the finance industry.

5
Michael A. Duch
CRD#: 2276302
320 - 6th Avenue Se, Aberdeen, SD 57401
63
Wealthminder
score

Michael Duch (CRD# 2276302) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 24 years of experience in the finance industry.

6
John P. Schwan
CRD#: 1421895
320 - 6th Avenue Southeast, Aberdeen, SD 57401
48
Wealthminder
score

John Schwan (CRD# 1421895) is an Investment Advisor Representative working at Schwan Financial Advisors, LLC in Aberdeen, SD and has over 24 years of experience in the finance industry.

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