Schwarz Dygos Wheeler Investment Advisors LLC

Schwarz Dygos Wheeler Investment Advisors LLC (CRD# 147384) is a financial advisory firm headquartered in Minneapolis, MN. They manage $170,653,000 in 1,344 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    1,344
    ACCOUNTS
  • Average Account Value
    $126,974
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
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.

FL, IL, LA, MN, TX, WI

Financial Advisors at Schwarz Dygos Wheeler Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stephen J. Dygos
CRD#: 3273752
50 S. Sixth Street, Suite 1405, Minneapolis, MN 55402
96
Wealthminder
score

Stephen Dygos (CRD# 3273752) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 16 years of experience in the finance industry. Stephen Dygos 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.

2
Joseph W. Schwarz
CRD#: 2633754
50 South Sixth Street, Suite 1405, Minneapolis, MN 55402
96
Wealthminder
score

Joseph Schwarz (CRD# 2633754) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.

3
Benjamin J. Wheeler
CRD#: 4583725
50 South Sixth Street, Suite 1405, Minneapolis, MN 55402
96
Wealthminder
score

Benjamin Wheeler (CRD# 4583725) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 14 years of experience in the finance industry. Benjamin Wheeler 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.

4
Paul S. Wilson
CRD#: 4616079
50 South Sixth Street Suite 1405, Minneapolis, MN 55402
93
Wealthminder
score

Paul Wilson (CRD# 4616079) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 13 years of experience in the finance industry.

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