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For almost forty years, we have walked beside our clients on their lifelong financial journeys. Our reputation has been solidified by our caring culture, exceptional service and ability to deliver. Our holistic Master Plan approach incorporates your vision of an ideal financial future while evolving with the ages and stages of life. Together, we build a solid, supported plan that enables you to better enjoy life’s journey – peace of mind included.
A MULTI-FAMILY OFFICE SERVING GENERATIONAL FAMILY NEEDS
We have varied and vast experiences working to support families in managing their assets/holdings/resources. We help these families understand, manage, grow, secure, enjoy and distribute their legacy with a customized living plan. In other words, we serve as a multi-family office to many generational families. We are well equipped to take on the complexities that families have regarding their living plan.
Schwan Financial Group
401 Vivian Street South
Aberdeen, SD 57401
Phone (605) 225-1047
Toll Free 1-800-456-1349
Fax (605) 225-6708
Check the background of this investment professional on FINRA’s BrokerCheck
Registered Representatives are registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory Services offered through Kovack Advisors Inc, an SEC Registered Investment Advisor. Investment Advisory Services offered by John P. Schwan, Sarathi Giridhar and Allen Soulek are offered through Schwan Financial Advisors, LLC, a State Registered Investment Advisor. Schwan Financial Group and Schwan Financial Advisors, LLC are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Investment Adviser Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
Copyright © 2023 Schwan Financial Group
Link to Client Relationship Summary form can be found at http://kovacksecurities.com/Form_CRS.pdf