Dalton Lehnen
Dalton Lehnen is a CFP-designated registered investment advisor at Schwan Financial Advisors, LLC, based in Aberdeen, SD, with 4 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 307 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwan Financial Advisors does not directly manage investments. Instead, they recommend third-party investment advisors (TPIAs) to manage your money. The total fees charged by the TPIA, including the portion shared with Schwan Financial Advisors, will not exceed 3% of your portfolio per year.
Location
401 Vivian Street S., Aberdeen, SD, 57401
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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 ActivitiesSells Insurance
Dalton operates under the name Schwan Financial Group and Schwan Financial Advisors, focusing on financial planning and investment advising, dedicating all of his time to these activities. He also engages in insurance sales through Schwan Financial Agency and Community Investment Services Inc, spending minimal time on the former and about 10-20% of his time on the latter, and coaches baseball, dedicating about 10% of his time.
Employment History
Current Registrations
Schwan Financial Advisors, LLC
Kovack Securities INC.Broker
Previous Registrations
Onegroup Wealth Partners, INC.
Hand Securities, INCBroker
Fbd Asset Mgmt
State Registrations2 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.