Soren Elizabeth Schwan
Investment adviser representative at Atlas
10 yearsExperience
2 statesRegistered in
$153.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- AtlasJul 2026 to now
- Pittenger & AndersonJan 2022 to Jun 2026
- NorwexMar 2017 to Dec 2024
- Allstate Insurance CoFeb 2017 to Dec 2021
- Allstate Distributors LLCMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Atlas
Legal name: Atfs Advisers LLC
$153.9MAssets managed
48Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6662498
- Firm CRD
- 324191