Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 33 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 2558532
Mairs & Power
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Design Services, LLC | Roanoke, VA | Mar 2016 - Current | 8 |
| Desert Flower Creations | Christiansted St. Croix, VI | Aug 1997 - Current | 26 |
| Portfolio Design Services, LLC | Roanoke, VA | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- VI
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$278,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, FL, IL, VA, VI, WI
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