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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-23 |
| SD | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
401 Vivian Street South, Aberdeen, SD 57401 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwan Financial | Aberdeen | SD | 09/2015 | Present |
| Pine Hills Golf Course | Milbank | SD | 01/2007 | 04/2019 |
| Schwan Financial Advisors, Llc | Aberdeen | SD | 04/2020 | Present |
| Kovack Advisors Inc | Ft. Lauderdale | SD | 01/2019 | 04/2020 |
| Integrity Alliance, Llc | Aberdeen | SD | 07/2026 | Present |
1) Schwan Financial Advisors; Investment Related- Yes; 401 Vivian Street South Aberdeen, SD 57401; Investment Solicitation, Pension Consulting, Financial Planning; Estate and Financial MPM Planning Operations specialist; Start Date 09/14/2015; 200 hours per month; 140 hours during trading hours; My Role is Analysis, Portfolio Design, Compliance. 2) Schwan Financial Group; Investment Related- Yes; 401 Vivian Street South Aberdeen, SD 57401; DBA Name; Estate and Financial MPM Planning Operations specialist; Start Date 09/14/2015; 200 hours per month; 140 hours per month during trading hours; Registered Person
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-21 |
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