Dana Schwinck
Dana Schwinck is a CFP-designated registered investment advisor at &partners, based in Woodbury, MN, with 26 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
Woodbury, MN
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Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Dana sells fixed insurance products, dedicating minimal time to this activity. She is also the co-owner and CEO of Lumitas Wealth Strategies, LLC, which facilitates securities, advisory, and insurance business, taking up all of Dana's time.
Employment History
Current Registrations
&partnersBroker
&partners
&partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.