David Schwandt, J.D., CFP®

CONNECT

Address:

701 4th Avenue South, Suite 1500
Minneapolis, MN 55415

Phone:

(612) 436-3755

Fax/Other:

(612) 313-7554

Meet David

David received his Bachelor of Arts degree magna cum laude from the University of Minnesota in 1973 and the degree of Juris Doctor from William Mitchell College of Law in 1980. During his junior year of college he studied English literature, philosophy and music at Oxford University in England. He was designated a Certified Financial Planner™ Certificant in 1988, earned the Chartered Life Underwriter (CLU®) designation in 1994, earned the Chartered Financial Consultant (ChFC®) designation in 1996, earned the Chartered Advisor for Senior Living® (CASL®) designation in 2005, completed the Master of Science in Financial Services (MSFS) degree program in 2006, earned the Retirement Income Certified Professional® (RICP®) designation in 2013, and earned the Behavioral Financial Advisor™ (BFA™) designation in 2015.

David is a member of The Financial Planning Association. His education, training and experience have enabled him to serve as a Financial Advisor to individuals, families, businesses, and charitable foundations. David and his wife, Rachel, enjoy spending time with their three sons, Matthew, Michael, and Mark and their families, participating in church-related activities and leadership opportunities, attending and participating in music and drama events, reading, and vacationing at their lake cabin in Door County, Wisconsin.

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