CRD: 332143
Schwantes Financial, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2024
- Office Locations
- 1
Office Locations
About Schwantes Financial, LLC
Schwantes Financial, LLC is a family-owned, fee-only Registered Investment Adviser serving individuals in the Kansas City/Heartland region. The team provides fiduciary wealth and investment management plus retirement planning, Social Security planning, estate planning coordination, and IRA/401(k) rollover support, anchored by its personalized “Financial Roadmap” planning process.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
NATHAN SCHWANTES
Chief Compliance Officer, President
- CRD
- #5818266
- Ownership
- 10% but less than 25%
RONALD PAUL SCHWANTES
Chief Executive Officer
- CRD
- #2327747
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,456,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,456,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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