Joe Schwarz
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

Tel: (612) 355-4365
50 South Sixth Street
#1405
Minneapolis, MN 55402

BUILDING AND PRESERVING YOUR WEALTH


About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

Connect With an Expert Financial Advisor and Get Answers

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.


General Information

Firm Start Year:   2008
No.of Employees:   5-9
Insurance License#:   not licensed for insurance
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   MN FL WI TX IL
Number of Years with Current Firm:   7
Work Experience:   19 years
I work with the following types of clients:   Retirees , Individual Investors


Services

Investment Types:   Options & Futures , Bonds , Mutual Funds , Exchange Traded Funds (ETFs) , Stocks , Portfolio Management
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   not licensed for insurance
Financial Organization Memberships:   CFA Society of Minnesota


Firm Information

Firm's Number of Clients:   333
Assets Managed by Firm:   $135,000,000
Advisor's Number of Clients:   87
Assets Managed by Advisor:   $33,500,000


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Flat Fee
Additional Details on Charges:   as an RIA, commissions are not received


Board Positions

Organization:  Kaposia
Position :  Board Member
Duration :  February 2011-Currently holding


Education

BS of Economics  Unniversity of Minnesota
-


Joe Schwarz

Joe Schwarz

CFA


Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now.

Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth.

In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France.

Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active member of the Board of Directors for Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.

Communities Served

Afton Andover
Anoka Bayport
Cedar Champlin
Chanhassen Chaska
Circle Pines Cottage Grove
Dayton Excelsior
Farmington Forest Lake
Hanover Hopkins
Hugo Inver Grove Heights
Lake Elmo Lakeland
Lakeville Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Newport Osseo
Plymouth Prior Lake
Rogers Rosemount
Saint Bonifacius Saint Paul
Savage Shakopee
Spring Park Stillwater
Victoria Wayzata
Greater Minnesota and Wisconsin