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Jacob Peter Cramond

Schwan Financial Advisors, LLC

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About Jacob Peter Cramond

Jacob Peter Cramond is a financial advisor who has been in the industry for over 2 years. Jacob is currently registered with Schwan Financial Advisors, LLC and previously was with U.S. BANCORP INVESTMENTS, INC.. Jacob is licensed in South Dakota and has Series 63, 65, SIE, and 6TO licenses. Jacob has experience in providing financial planning, investment advisory, management and insurance, and life insurance & fixed annuities. Jacob serves high-net-worth individuals, as well as pension and profit-sharing plans, and has provided these services to clients for over 2 years.

Firm Information

Jacob Cramond 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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Jacob Cramond’s Registration & Firm History

SD

01/04/2024 - Present

Schwan Financial Advisors, LLC (ABERDEEN SD)

SD

10/26/2021 - 09/13/2023

U.S. BANCORP INVESTMENTS, INC. (ABERDEEN SD)

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Licenses & Designations

IA

Issued 12/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Peter Cramond.
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