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SS

Soren E. Schwan

ATLAS
Lincoln , NE
Some features on this profile are disabled
CRD#: 6662498
SS
Soren Elizabeth SchwanATLAS

Professional summary

Soren Elizabeth Schwan, who also goes by Soren Elizabeth Johnson, Soren Johnson, is a registered financial advisor currently at ATLAS located in Lincoln , Nebraska.

Soren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Soren has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 51 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Soren Elizabeth Johnson | Soren Johnson

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.
Norwex. 8221 Karl Ridge Rd #615, Lincoln NE 68506. Direct sales of household and cleaning products. Employee. Duties: I will be selling household and cleaning products through direct and online sales. Time devoted: 15-25%, 25 hr/mo, 0 hr/mo during trading hours. Not investment related. Start date: 3/3/2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Soren Elizabeth Schwan'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

July 24, 2026 - Present

ATLAS

RIA
CRD#: 324191
Lincoln , NE
Past

April 28, 2022 - June 17, 2026

PITTENGER & ANDERSON INC

RIA
CRD#: 111033
LINCOLN, NE
Past

February 24, 2017 - December 23, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Lincoln, NE
Past

July 26, 2016 - February 27, 2017

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
LINCOLN, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(7/24/2026)
IAR
Texas
(7/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/27/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/26/2016
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 1/12/2018
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/16/2017
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 Approved)
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Contact information

Main Address
Frisco, TX
Mailing Address
Phone number
(805) 557-8713
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 121,329,112

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

ATLAS

CRD#: 324191Lincoln , NE

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