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Building 2SCHWANTES FINANCIAL PLANNING SERVICES

Map pinPLYMOUTH, MN
Phone763-559-5053
NotebookSEC #801-60642
Total AUM
$1.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5336 VICKSBURG LANE NORTH
PLYMOUTH
MN 55446
USA
Operating Hours
800A - 500P
Monday - Friday
Phone
763-559-5053

ReceiptFinancials

Total AUM
$1.4M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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