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Current Employers
Schwarz Dygos Wheeler Investment Advisors Llc

50 South 6Th Street, Suite 1405, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-25
  • MN RA
    APPROVED
    Since 2025-07-25

Branch Locations

50 South 6Th Street, Suite 1405, Minneapolis, MN 55402 • United States

Costa Mesa, CA • 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
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Minneapolis MN 06/2024 05/2025
Caribou Coffee Woodbury MN 11/2018 10/2019
The Salon In Ames Ames IA 03/2021 05/2021
Cy's Locker Room Ames IA 08/2021 05/2022
Michael Kors Altoona IA 08/2022 05/2023
Cole's Salon Apple Valley MN 10/2019 04/2025
Student Woodbury MN 06/2015 11/2018
Foster Klima Minneapolis MN 05/2022 08/2022
Schwarz Dygos Wheeler Investment Advisors Llc Minneapolis MN 06/2025 Present
  • 06/2024 → 05/2025
    U.S. Bancorp Investments, Inc.
    Minneapolis, MN
  • 11/2018 → 10/2019
    Caribou Coffee
    Woodbury, MN
  • 03/2021 → 05/2021
    The Salon In Ames
    Ames, IA
  • 08/2021 → 05/2022
    Cy's Locker Room
    Ames, IA
  • 08/2022 → 05/2023
    Michael Kors
    Altoona, IA
  • 10/2019 → 04/2025
    Cole's Salon
    Apple Valley, MN
  • 06/2015 → 11/2018
    Student
    Woodbury, MN
  • 05/2022 → 08/2022
    Foster Klima
    Minneapolis, MN
  • 06/2025 → Present
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25

View on SEC IAPD

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