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Owner/chief Compliance Officer/investment Advisor Representative · Wisconsin Wealth Advisors, LLC

Chris A. Swenson

CRD 4287391 · Named on Form ADV at one SEC-registered adviser

At a glance

Wisconsin Wealth Advisors, LLC, an SEC-registered wealth manager based in Sun Prairie, WI with $178 million in regulatory assets, lists Chris A. Swenson on its Form ADV as Owner/chief Compliance Officer/investment Advisor Representative, a control person.

Firms and roles

  • Wisconsin Wealth Advisors, LLCOwner/chief Compliance Officer/investment Advisor RepresentativeWealth manager · Sun Prairie, WI · $178M in regulatory assets

AtlasMembers

Chris’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chris’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.