This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SCHWAN FINANCIAL ADVISORS, LLC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 31, 2020

First registration

Dec 23, 2020

Dual registered

yes, broker-dealer

Other names

Dalton Lehnen|Dalton James Lehnen

IAPD individual key

7026933

• Occurred

  Apr 15, 2024
  Advisor changed firm

  Dalton Lehnen left Nottingham Wealth Partners, Inc. for Schwan Financial Advisors, Llc (registered 2024-07-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1498a6fb-d950-3cd9-4cfe-2433a810cd5a

First observed

Dec 23, 2020

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.