Soren Schwan
Atlas Financial · Lincoln , Nebraska
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.
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Specialties
Who they serve
- Multi-generational families
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 | $153.9M across 52 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 6662498 |
| Exams passed | Series 63 (2016) · Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atlasfinancial.com |
How Soren's firm compares
- Atlas Financial's average account is about $3.0 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Soren
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Atlas Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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