Dan Schlicher joined SWBC Investment Services, LLC in 2014. Dan’s approach to client solutions begins with a thorough understanding of the client’s current financial picture, identifying financial needs and designing a sound investment strategy using a variety of financial products including:
Bokerage Services | IRAs & Roth IRAs | Mutual Funds | 401(k), 403(b) & 457 Rollovers
Annuities | Wealth Preservation | 529 College Plans | Insurance (Including Long-Term Care)
Dan has been in the financial services industry for 15 years. He previously worked at Edward Jones, Linsco Private Ledger, and USAA as a financial advisor, and most recently worked at US Global Investors as an Investor Representative.
Dan is a graduate of Texas Lutheran University in Seguin, Texas with a Bachelor of Arts in History with concentrations in Economics and Communications. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and FINRA Series 7, 63, and 66 licenses. In addition, Dan holds the Texas General Lines insurance license.
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