AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AD

Amanda M. Decker

Some features on this profile are disabled
CRD#: 7597865
AD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amanda M Decker was a registered financial professional .

Amanda is a previously registered financial professional and started their career in finance in 2023. Amanda had worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
1) DBA - SCHWAN FINANCIAL GROUP - 401 VIVIAN STREET SOUTH, ABERDEEN, SD 57401; INVESTMENT RELATED; INVESTMENT ADVISORY, FINANCIAL PLANNING AND MANAGEMENT INSURANCE; PORTFOLIO ADMIN; 100% OF TIME SPENT. 2) NYL INSURANCE AGENT - 401 VIVIAN STREET SOUTH, ABERDEEN, SD 57401; INVESTMENT RELATED; LIFE INSURANCE; AGENT; 25% OF TIME SPENT. 3) SCHWAN FINANCIAL ADVISORS - 401 VIVIAN STREET SOUTH, ABERDEEN, SD 57401; INVESTMENT RELATED; FINANCIAL PLANNING AND PENSION CONSULTING; PORTFOLIO ADMIN/IAR; 50% OF TIME SPENT. 4) SCHWAN FINANCIAL AGENCY - 401 VIVIAN STREET SOUTH, ABERDEEN, SD 57401; INVESTMENT RELATED; LIFE INSURANCE % FIXED ANNUITIES; PORTFOLIO ADMIN; 10% OF TIME SPENT. 5) KOVACK SECURITIES; INVESTMENT RELATED; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 05/2023; APPROX 25% OF TIME SPENT

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 8, 2024 - January 17, 2025

SCHWAN FINANCIAL ADVISORS, LLC

RIA
CRD#: 127313
ABERDEEN, SD
Past

July 28, 2023 - January 17, 2025

KOVACK SECURITIES INC.

BD
CRD#: 44848
ABERDEEN, SD

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/18/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/18/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/28/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


SF
SCHWAN FINANCIAL ADVISORS, LLC
SCHWAN FINANCIAL ADVISORS, LLC | THE LEGACY PARTNERS ADVISORS,LLC

CRD#: 127313 / SEC#: 801-68527

RIA
Registered Investment Advisory firm - (8/6/2012 Terminated)
Alaska
Registered Investment Advisory firm - (7/3/2012 Approved)
Arizona
Registered Investment Advisory firm - (6/27/2012 Approved)
Florida
Registered Investment Advisory firm - (12/9/2022 Approved)
Iowa
Registered Investment Advisory firm - (7/3/2012 Approved)
Louisiana
Registered Investment Advisory firm - (8/10/2020 Approved)
Michigan
Registered Investment Advisory firm - (8/6/2012 Approved)
Minnesota
Registered Investment Advisory firm - (7/3/2012 Approved)
Mississippi
Registered Investment Advisory firm - (3/21/2022 Approved)
Montana
Registered Investment Advisory firm - (3/27/2009 Terminated)
Nebraska
Registered Investment Advisory firm - (12/31/2019 Terminated)
North Dakota
Registered Investment Advisory firm - (7/3/2012 Approved)
South Dakota
Registered Investment Advisory firm - (7/2/2012 Approved)
Texas
Registered Investment Advisory firm - (8/7/2020 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
401 Vivian Street S., Aberdeen, SD 57401
Mailing Address
Phone number
(605) 225-1047
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

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


SCHWAN FINANCIAL ADVISORS, LLC

CRD#: 127313

TRUST BUT VERIFY

Monitor Amanda Decker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics