David A. Schwandt, CFP<sup>&reg;</sup> - Financial Advisor

David A. Schwandt, CFP®

J.D.,

Financial Adviser

PlanViser Financial

2545 Perry Avenue North
Golden Valley, MN 55422
FINANCIAL ADVISOR'S WEBSITE
(612) 436-3755 CONNECT WITH David
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General

David Schwandt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PlanViser Financial in Golden Valley, MN and the surrounding communities.

Financial Advisor Experience

David received his Bachelor of Arts degree magna cum laude from the University of Minnesota in 1973 and the degree of Juris Doctor from Mitchell Hamline College of Law in 1980. During his junior year of college he studied English literature, philosophy and music at Oxford University in England. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1988, earned the Chartered Life Underwriter (CLU®) designation in 1994, earned the Chartered Financial Consultant (ChFC®) designation in 1996, earned the Chartered Advisor for Senior Living® (CASL®) designation in 2005, completed the Master of Science in Financial Services (MSFS) degree program in 2006, and earned the Retirement Income Certified Professional® (RICP® ) designation in 2013, and earned the Behavioral Financial Advisor™ (BFA™) designation in 2015. His education, training and experience have enabled him to serve as a financial adviser to individuals, families, businesses, and charitable foundations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Admitted to Bar
  • Other - MSFS, RICP®, CLU®, CASL®, BFA™

Insurance Licenses

  • Life insurance: MN, WI, AZ, CA, FL, GA, IA, KS, MD, MO, NE, NJ, NY, NC, RI
  • Health/disability insurance: MN, WI, AZ, CA, FL, GA, IA, KS, MD, MO, NE, NJ, NY, NC, RI
  • Fixed annuities: MN, WI, AZ, CA, FL, GA, IA, KS, NE, NY, NC, RI
  • Variable annuities: MN, WI, AZ, CA, FL, IA, KS, MD, NE, NJ, NY, NC, ND, TX

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Investment Adviser Representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a Broker-Dealer and a Registered Investment Advisor.  Some advisory services offered through AdvisorNet Wealth Management.  Cetera is under separate ownership from any other named entity.  Branch phone # 612-347-8600

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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