Dan Schlicher, Wealth Advisor Dan Schlicher joined SWBC Investment Services, LLC in 2014 as a Wealth Advisor. Dan has been in the financial services industry for thirteen years. He has 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 degree in History with concentrations in Economics and Communications. He holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, the Series 7, 63 and 66 licenses as well as licensing in Life and Health insurance.