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David Schwandt Email & Phone Number
Financial Adviser
at
ClearPath Wealth Advisors
2 work emails found
@planviser.com
11 phones found area 612, 763, 920, 952, and 231
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Adviser
Location
Minneapolis, Minnesota, United States
Company size
Who is David Schwandt? Overview
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Quick answer
David Schwandt is listed as Financial Adviser at ClearPath Wealth Advisors, a with 10 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at planviser.com, phone signal with area code 612, 763, 920, 952, 231, and a matched LinkedIn profile for David Schwandt.
David Schwandt previously worked as Financial Adviser/Founder at Planviser Financial and Chief Legal Counsel at Walsh Title Company. David Schwandt holds Juris Doctor (J.D.), Law from Mitchell Hamline School Of Law.
Company email context
Email format at ClearPath Wealth Advisors
This section adds company-level context without repeating David Schwandt's masked contact details.
{first_initial}{last}@planviser.com
89% confidence
AeroLeads found 2 current-domain work email signals for David Schwandt. Compare company email patterns before reaching out.
Profile bio
About David Schwandt
Investment advisor services offered through AdvisorNet Wealth Partners (AWP). PlanViser and AWP are not affiliated.I am a financial adviser who serves as an advocate for individuals, families and businesses with respect to wealth creation and wealth preservation. My work helps clients manage their anxiety about financial matters and pursue their life and legacy goals, some of which aren't financial. My primary objective as I work with clients is to potentially eliminate from their vocabulary the two most regrettable words in financial planning--if only.Specialties: David offers clients the following vital financial planning services:• Financial planning strategies• Cash-flow analysis• Education funding strategies (e.g., §529 Savings Plans, Coverdell ESAs, etc.)• Insurance strategies (e.g., individual and group life, disability income, health, long-term care, annuities, etc.)• Investment strategies• Retirement planning and plan distribution strategies• Charitable giving strategies• Estate planning strategies
Listed skills include Financial Planners.
Current workplace
David Schwandt's current company
Company context helps verify the profile and gives searchers a useful next step.
Clearpath Wealth Advisors
4 roles
David Schwandt work experience
A career timeline built from the work history available for this profile.
Financial Adviser/Founder
Current
May 1984 - Present
Chief Legal Counsel
Walsh Title Company
Jun 1982 - May 1984
Deputy Examiner Of Titles - Attorney
Jul 1980 - May 1982
2 education records
David Schwandt education
Juris Doctor (J.D.), Law
B.A., English
FAQ
Frequently asked questions about David Schwandt
Quick answers generated from the profile data available on this page.
What company does David Schwandt work for?
David Schwandt works for ClearPath Wealth Advisors.
What is David Schwandt's role at ClearPath Wealth Advisors?
David Schwandt is listed as Financial Adviser at ClearPath Wealth Advisors.
What is David Schwandt's email address?
AeroLeads has found 2 work email signals at @planviser.com for David Schwandt at ClearPath Wealth Advisors.
What is David Schwandt's phone number?
AeroLeads has found 11 phone signal(s) with area code 612, 763, 920, 952, 231 for David Schwandt at ClearPath Wealth Advisors.
Where is David Schwandt based?
David Schwandt is based in Minneapolis, Minnesota, United States while working with ClearPath Wealth Advisors.
What companies has David Schwandt worked for?
David Schwandt has worked for Clearpath Wealth Advisors, Planviser Financial, Walsh Title Company, and Hennepin County.
How can I contact David Schwandt?
You can use AeroLeads to view verified contact signals for David Schwandt at ClearPath Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Schwandt attend?
David Schwandt holds Juris Doctor (J.D.), Law from Mitchell Hamline School Of Law.
What skills is David Schwandt known for?
David Schwandt is listed with skills including Financial Planners.
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