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 $552,936,873 in 1,911 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
50 South 6th Street, Suite 1405, Minneapolis, MN 55402
http://www.sdwia.com
By the Numbers
  • Total Assets Under Management
    553
    MILLION
  • Total Number of Accounts
    1,911
    ACCOUNTS
  • Average Account Value
    $289,344
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MN, TX, WI

Financial Advisors at Schwarz Dygos Wheeler Investment Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Stephen Dygos, financial advisor Minneapolis MN
Stephen J. Dygos
CRD#: 3273752
50 S. Sixth Street, Suite 1405, Minneapolis, MN 55402

Stephen Dygos (CRD# 3273752) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

2
Joseph Schwarz, financial advisor Minneapolis MN
Joseph W. Schwarz
CRD#: 2633754
50 South Sixth Street, Suite 1405, Minneapolis, MN 55402

Joseph Schwarz (CRD# 2633754) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 28 years of experience in the finance industry.

3
David Stefl, financial advisor Minneapolis MN
David H. Stefl
CRD#: 5508791
50 South 6th Street, Suite 1405, Minneapolis, MN 55402

David Stefl (CRD# 5508791) 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.

4
Benjamin Wheeler, financial advisor Minneapolis MN
Benjamin J. Wheeler
CRD#: 4583725
50 South Sixth Street, Suite 1405, Minneapolis, MN 55402

Benjamin Wheeler (CRD# 4583725) 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.

5
Paul Wilson, financial advisor Minneapolis MN
Paul S. Wilson
CRD#: 4616079
50 South Sixth Street Suite 1405, Minneapolis, MN 55402

Paul Wilson (CRD# 4616079) 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.

6
Jon Hogan, financial advisor Minneapolis MN
Jon M. Hogan
CRD#: 7626608
50 South 6th Street, Suite 1405, Minneapolis, MN 55402

Jon Hogan (CRD# 7626608) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

7
Brennan Skon, financial advisor Minneapolis MN
Brennan P. Skon
CRD#: 6966748
50 South 6th Street, Suite 1405, Minneapolis, MN 55402

Brennan Skon (CRD# 6966748) is an Investment Advisor Representative working at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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