Dalton Lehnen

Current Employers

Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

Authority	Category	Status	Date
SD	RA	APPROVED	2026-07-20
MN	RA	APPROVED	2026-07-14

SD RA
APPROVED

Since 2026-07-20
MN RA
APPROVED

Since 2026-07-14

Branch Locations

401 Vivian Street South, Aberdeen, SD 57401 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA

Schwan Financial Advisors, Llc

401 Vivian Street S., Aberdeen, SD 57401 • United States

Current Registrations

Authority	Category	Status	Date
SD	RA	APPROVED	2024-07-16
MN	RA	APPROVED	2024-07-15

SD RA
APPROVED

Since 2024-07-16
MN RA
APPROVED

Since 2024-07-15

Branch Locations

401 Vivian Street S., Aberdeen, SD 57401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Legends Golf Club	Prior Lake	MN	08/2013	12/2016
New York Yankees	Tampa	FL	06/2017	06/2020
Merrill Lynch	Sioux Falls	SD	01/2018	12/2018
Sterling State Bank	Lakeville	MN	10/2019	02/2020
Minnesota Mash	Eagan	MN	09/2020	10/2020
Fringe Benefits Design Of Minnesota, Inc.	Bloomington	MN	09/2020	07/2024
Unemployed	Sioux Falls	SD	01/2017	05/2017
Hand Securities, Inc	Houston	TX	02/2022	07/2024
Bpas Inc	Sioux Falls	SD	09/2020	07/2024
Onegroup Wealth Partners, Inc	Bloomington	MN	09/2023	04/2024
Harrisburg Baseball	Harrisburg	SD	06/2021	Present
Kovack Securities, Inc.	Fort Lauderdale	FL	07/2024	Present
Schwan Financial Group	Aberdeen	SD	07/2024	Present
Integrity Alliance, Llc	Aberdeen	SD	07/2026	Present

08/2013 → 12/2016

Legends Golf Club

Prior Lake, MN
06/2017 → 06/2020

New York Yankees

Tampa, FL
01/2018 → 12/2018

Merrill Lynch

Sioux Falls, SD
10/2019 → 02/2020

Sterling State Bank

Lakeville, MN
09/2020 → 10/2020

Minnesota Mash

Eagan, MN
09/2020 → 07/2024

Fringe Benefits Design Of Minnesota, Inc.

Bloomington, MN
01/2017 → 05/2017

Unemployed

Sioux Falls, SD
02/2022 → 07/2024

Hand Securities, Inc

Houston, TX
09/2020 → 07/2024

Bpas Inc

Sioux Falls, SD
09/2023 → 04/2024

Onegroup Wealth Partners, Inc

Bloomington, MN
06/2021 → Present

Harrisburg Baseball

Harrisburg, SD
07/2024 → Present

Kovack Securities, Inc.

Fort Lauderdale, FL
07/2024 → Present

Schwan Financial Group

Aberdeen, SD
07/2026 → Present

Integrity Alliance, Llc

Aberdeen, SD

Previous Registrations

2023-10-10 → 2024-04-15

Nottingham Wealth Partners, Inc.

Sioux Falls, SD

Syracuse, NY
2020-12-23 → 2021-09-26

Fbd Asset Mgmt

Bloomington, MN

Bloomington, MN

Other Businesses

1) DBA - SCHWAN FINANCIAL GROUP - 401 S. VIVIAN STREET, ABERDEEN, SD 57401; INVESTMENT RELATED; FINANCIAL PLANNING; INVESTMENT ADVISOR; 100% OF TIME SPENT. 2) SCHWAN FINANCIAL AGENCY - 401 S. VIVIAN STREET, ABERDEEN, SD 57401; INVESTMENT RELATED; INSURANCE SALES; INVESTMENT ADVISOR; LESS THAN 1% OF TIME SPENT. 3) SCHWAN FINANCIAL ADVISORS - 401 S. VIVIAN STREET, ABERDEEN, SD 57401; INVESTMENT RELATED; FINANCIAL PLANNING; INVESTMENT REPRESENTATIVE; 100% OF TIME SPENT. 4) HARRISBURG BASEBALL ASSOCIATION - 100 COLUMBIA STREET, HARRISBURG, SD 57032; NON-INVESTMENT RELATED; BASEBALL COACH; 10% OF TIME SPENT. 5) COMMUNITY INVESTMENT SERVICES INC - INVESTMENT RELATED - SAME AS LISTED BUSINESS LOCATION - INSURANCE AGENT - APPROXIMATELY 20 HOURS PER MONTH - SALES OF INSURANCE-RELATED PRODUCTS, SERVICING, OR CURRENT AND EXISTING ITEMS - APPROXIMATELY 5% OF TIME ALLOCATED TO INSURANCE 6) KOVACK SECURITIES, INC - INVESTMENT RELATED - SAME LISTED BUSINESLOCATION - REGISTERED REPRESENTATIVE - 20 MONTH/YEAR JOINED KOVACK 07/09/2024 - REGISTERED REPRESENTATIVE OF A BROKER DEALER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-04
S65	Uniform Investment Adviser Law Examination	2020-08-31

S63 Uniform Securities Agent State Law Examination

2022-02-04
S65 Uniform Investment Adviser Law Examination

2020-08-31

Designations

Other Names

Dalton Lehnen
Dalton James Lehnen

View on SEC IAPD