Erin Swanson, financial advisor Bloomington MN

Erin Swanson

CRD Number: 7226727
Current Firm: Bps Capital Management, Inc.

Erin Swanson (CRD# 7226727) is an Investment Advisor Representative working at Bps Capital Management, Inc. in Bloomington, MN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bps Capital Management, Inc. Bloomington, MN Jan 2013 - Current 11
Self-employed Chaska, MN Jan 2009 - Current 15

Erin Swanson has no recent exams reported.
Contact Info for Erin M. Swanson
Phone Number: 952-893-0177
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    3,770
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $54,633,354
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MN

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