# Schwan Financial Advisors

Schwan Financial Advisors is a RIA based in Aberdeen, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Aberdeen, United States
- **Region:** North America
- **Address:** Marshall, MN, United States
- **Assets under management:** Undisclosed
- **Website:** schwanfinancialadvisors.com

## Regulatory record

- **CRD number:** 127313
- **SEC file number:** 801-68527
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127313

## About

Schwan Financial Group provides a holistic and integrated planning process that gives clients a clear path via a unique Master Plan. The firm builds custom portfolios tailored to short-term, long-term, and lifetime needs and keeps clients informed through regular updates and review meetings. An experienced internal team works across disciplines and with outside advisors to execute the plan.

## Sectors

- Real Estate
- Private Equity
- Venture Capital

## People

- Todd Schwan — Principal

## Related profiles

- [Sladek & Witek](https://altss.com/profile/sladek-and-witek-llp)
- [CRF Financial Group](https://altss.com/profile/crf-financial-group)

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Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/schwan-financial-advisors-llc

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