Brennan
Skon
Schwarz Dygos Wheeler Investment Advisors LLC
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About this Advisor
Brennan Skon is a financial advisor based in Minneapolis, Minnesota, working with Schwarz Dygos Wheeler Investment Advisors LLC. Brennan has previously held positions at Ameriprise Financial Services, Inc, University Of Wisconsin: River Falls, Aladtec Inc, Schwarz Dygos Wheeler Investment Advisors LLC, and Birchwood Financial Partners. Brennan has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Brennan is part of Schwarz Dygos Wheeler Investment Advisors LLC, which operates out of Minneapolis, Minnesota. The firm has 9 employees and manages assets totaling $552.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Schwarz Dygos Wheeler Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schwarz Dygos Wheeler Investment Advisors LLC Brokerage Details
$552,936,873
9
1,911
$289,344
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
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
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
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