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Daniel Schweikhart

5 Years of Experience
Evansville, IN
Broker

Daniel Schweikhart is a registered investment advisor at Wells Fargo Advisors, based in Evansville, IN, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 SE 6th St, Ste 204, Evansville, IN, 47713

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is involved with Riverside Capital Management Group and FINET. SF Financial Planning LLC. He spends significantly more than full-time hours per month on these activities.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
November 2020 - October 2022 · 1 yr 11 mos
Edward JonesBroker
November 2020 - October 2022 · 1 yr 11 mos
Edward JonesBroker
October 2019 - January 2020 · 3 mos
State Registrations21 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Daniel Schweikhart - Financial Advisor | TrueAdvisor