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Swan Wealth Management LLC financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Swan Wealth Management LLC office in Minnesota, by city and A to Z.
The short answer
3 registered advisors work at Swan Wealth Management LLC in Minnesota, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Edina (3). 1 list the CFP designation and 0 are also registered broker representatives.
Swan Wealth Management LLC advisors by city in Minnesota
Every firm in Minnesota →Swan Wealth Management LLC advisors in Minnesota, A to Z
Search by name →- Thomas J. BruceEdina
- Michael MahalichEdina
- Donald J. StewartEdina · Certified Financial Planner
Swan Wealth Management LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Swan Wealth Management LLC financial advisors are in Minnesota?
3 investment adviser representatives are registered at Swan Wealth Management LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Swan Wealth Management LLC have the most advisors?
Edina, with 3. Swan Wealth Management LLC has advisors in 1 city in Minnesota.
How do I check a Swan Wealth Management LLC advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Swan Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.