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DS

Dylan Schwaber

JANSSEN PARTNERS
Fairfield, IA 52556
Some features on this profile are disabled
CRD#: 6517146
DS

Professional summary

Dylan Schwaber, who also goes by Dylan Michael Schwaber, is a registered financial professional currently at JANSSEN PARTNERS, INC. located in Fairfield, Iowa.

Dylan is registered as a RR (Registered Representative) and started their career in finance in 2017. Dylan has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dylan Michael Schwaber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Dylan Schwaber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 2, 2026 - Present

JANSSEN PARTNERS, INC.

Office #1: 1010 North B Street, Fairfield, IA 52556
BD
CRD#: 43940
Fairfield, IA
Past

November 19, 2021 - March 27, 2026

BETTERMENT

RIA
CRD#: 149117
NEW YORK, NY
Past

October 20, 2017 - September 2, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MELVILLE, NY
Past

September 26, 2017 - September 2, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MELVILLE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/2/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JP
JANSSEN PARTNERS, INC.
JANSSEN INVESTMENTS, INC. | JANSSEN PARTNERS, INC.

CRD#: 43940 / SEC#: , 8-50485

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
1010 North B Street, Fairfield, IA 52556
Mailing Address
1010 North B Street, Fairfield, IA 52556
Phone number
(641) 451-9063
Established
Delaware since 08/29/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JANSSEN, PETER WILLIAMPRESIDENT/CCO/AMLCO/SERIES241041680
BURNAT, ROBERT MARKFINOP1262266

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JANSSEN PARTNERS, INC.

CRD#: 43940Fairfield, IA 52556

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