Schwantes Financial, LLC

Overview

Schwantes Financial, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm bills advisory fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It is structured as a domestic entity with individual ownership, does not market itself as a capital allocator or pension consultant, and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices