Joseph
Schwarz
Schwarz Dygos Wheeler Investment Advisors LLC
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About this Advisor
Joseph Schwarz is a chartered financial analyst working in Minneapolis, Minnesota who has 15 years of industry experience. Schwarz currently works for Schwarz Dygos Wheeler Investment Advisors LLC. They have spent the entirety of their career at Schwarz Dygos Wheeler Investment Advisors Llc. Schwarz holds a Series 63 license, designating them as a securities broker, and is approved to advise clients in Minnesota and Texas. Schwarz Dygos Wheeler Investment Advisors LLC is an advisory company that has its headquarters in Minneapolis, MN. It has $445 million in total assets among its 1,819 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,819 customer accounts, 27% belong to high-net-worth individuals who have at least $1 million in investable assets. The business 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 are based on which services are offered. However, fees billed by Schwarz Dygos Wheeler Investment Advisors LLC likely consist 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
Joseph Schwarz Work History
Joseph has been registered as a financial advisor for 15 years.*
Schwarz Dygos Wheeler Investment Advisors LLC
*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 Joseph Schwarz 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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