# Schwantes Financial

Schwantes Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nathan-schwantes-7a165725

## Regulatory record

- **CRD number:** 332143
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332143

## About

Schwantes Financial, LLC is a state-registered investment adviser in Overland Park, KS. The firm manages approximately $50 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Industrial Tech
- Real Estate
- Private Credit

## People

- Allan Schwantes — Principal

## Questions

### What does the office's portfolio typically include?

The portfolio concentrates on directly held real estate, private credit loans to regional businesses, and majority or significant minority stakes in private operating companies. Target sectors have included equipment rental, specialty contracting, and light manufacturing. The geographic focus centers on Minnesota and Wisconsin.

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Last updated: 2026-07-06T01:24:25.113Z

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