Investment adviser representative · Portfolio Design Services, LLC
Tonya A. Swinnea
CRD 1137573 · River Falls, WI
At a glance
Tonya A. Swinnea is an investment adviser representative with Portfolio Design Services, LLC in River Falls, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tonya’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Portfolio Design Services, LLCSince April 2016River Falls, WI · $150M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tonya’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Portfolio Design Services, LLC
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- Bruce D. SwansonRiver Falls
- Angela K. TilleRiver Falls
- Amy A. GauszOrlando
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