Dylan Schwaber
Professional Summary
Dylan Schwaber, who also goes by Dylan Michael Schwaber, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dylan Schwaber, Dylan Michael Schwaber
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Disclosures on record.
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.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Current Firm
JANSSEN INVESTMENTS, INC. | JANSSEN PARTNERS, INC.
Contact Information
Main Address
1010 North B Street, Fairfield, IA 52556Mailing Address
1010 North B Street, Fairfield, IA 52556Phone Number
(641) 451-9063Established
Delaware since 08/29/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
State Registrations and Notice Filings
(4/2/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING
CRS (Client Relationship Summary) - BD
Click below to view Dylan Schwaber's CRS (Customer Relationship Summary).
Similar Advisors
INTELLICAPITAL ADVISORS LLC
WARREN FINANCIAL, LLC
AUSDAL FINANCIAL PARTNERS, INC.
BAYVIEW FINANCIAL PLANNING