DAN SCHLICHER, CRPC® | Licensed Client Associate
Located at SWBC Tower
9311 San Pedro Ave., Ste. 600 | San Antonio, TX 78216
Office: 210.376.6206
Toll Free: 800.527.0066 x 66206
Fax: 210.468.4210
Email: dschlicher@swbc.com
Dan Schlicher joined SWBC Investment Services, LLC in 2014. He supports wealth advisors and their clients with trades, account service and consulting. Dan takes the time to review each client's account and ask questions to gain a thorough understanding of the client's needs. He can assist with a variety of investments and services including:
• Brokerage
• 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 14 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. In addition, Dan holds FINRA Series 7, 63 and 66 licenses and the General Lines insurance license.
Check the background of this investment professional on FINRA's BrokerCheck.