# Soren Schwan

> Soren Schwan is a fee-only financial advisor at Atlas Financial in Lincoln , Nebraska. Soren focuses on family wealth transfer. Atlas Financial reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/soren-schwan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atlas Financial
- **Based in:** Lincoln , Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $153.9M across 52 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6662498 (https://adviserinfo.sec.gov/individual/summary/6662498)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 63 (2016), Series 65 (2022)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atlasfinancial.com

## Frequently asked questions

### Is Soren Schwan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Soren holds no broker registration, and Atlas Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Soren charge for financial advice?

Soren's firm, Atlas Financial, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Soren Schwan based?

Soren Schwan is based in Lincoln , Nebraska.

### What does Soren specialize in?

Soren's specialties include family wealth transfer. Soren works with multi-generational families.

### Is Soren Schwan registered with the SEC?

Yes. Soren Schwan is registered as an investment adviser representative in NE and TX (CRD 6662498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlas Financial manage?

Atlas Financial reports $153.9M across 52 accounts in assets under management.

### How do I contact Soren Schwan?

Through Soren's website, www.atlasfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6662498): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://atlasfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.