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Dalton Lehnen

Schwan Financial Advisors, LLC

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About Dalton Lehnen

Dalton Lehnen is a financial advisor with over 10 years of experience in the financial services industry. Dalton is registered with Schwan Financial Advisors, LLC and is also a Certified Financial Planner. Dalton specializes in providing financial planning and investment advice to individuals, families, and small businesses. Dalton has a strong track record of helping clients achieve their financial goals. Dalton is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Dalton Lehnen is currently registered with Schwan Financial Advisors, LLC. Schwan Financial Advisors, LLC is a registered investment advisor with 3 investment advisor representatives and 2 licensed agents. They provide financial planning and pension consulting services. They primarily work with high-net-worth individuals and pension and profit-sharing plans. The firm does not participate in a wrap fee program.

Not reported

Assets Under Management

268

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dalton Lehnen’s Registration & Firm History

SD

07/16/2024 - Present

Schwan Financial Advisors, LLC (ABERDEEN SD)

TX

04/23/2022 - 07/05/2024

HAND SECURITIES, INC (HOUSTON TX)

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Licenses & Designations

BC

Issued 02/04/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/31/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Dalton Lehnen.
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