Brennan
Skon
Schwarz Dygos Wheeler Investment Advisors LLC
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About this Advisor
Brennan Skon is a financial advisor operating in Minneapolis, Minnesota with 1 year of industry experience. Skon is an advisor for Schwarz Dygos Wheeler Investment Advisors LLC. The advisor has gained experience at Ameriprise Financial Services, Inc, Nike Factory Store, University Of Wisconsin: River Falls, Aladtec Inc, Schwarz Dygos Wheeler Investment Advisors LLC and Birchwood Financial Partners. Skon holds a Series 63 license, designating them as a securities agent, and can serve investors in Minnesota. Schwarz Dygos Wheeler Investment Advisors LLC is a registered investment business based out of Minneapolis, MN. It oversees $445 million in total assets across its 1,819 accounts, placing it among the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,819 accounts, 27% belong to high-net-worth investors who have at least $1 million in assets. Schwarz Dygos Wheeler Investment Advisors LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Schwarz Dygos Wheeler Investment Advisors LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schwarz Dygos Wheeler Investment Advisors LLC Brokerage Details
$445,271,662
10
1,819
$244,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brennan Skon Work History
Brennan has been registered as a financial advisor for 1 years.*
Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC
Birchwood Financial Partners
Ameriprise Financial Services, Inc
Aladtec Inc
University Of Wisconsin: River Falls
Nike Factory Store
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brennan Skon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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