Soren Schwan is a registered investment advisor at Pittenger & Anderson INC, based in Lincoln, NE, with 9 years of industry experience. Soren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 920 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.38% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
5533 S. 27th Street, Suite 201, Lincoln, NE, 68512
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Soren is an employee involved in direct and online sales of household and cleaning products for Norwex since 2017. This takes about 10-20% of his time and does not occur during trading hours.
Employment History
Current Registrations
Pittenger & Anderson INC
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Distributors, L.L.C.Broker
State Registrations1 state
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.