Leah Swanson, financial advisor Lake Elmo MN

Leah Swanson

CRD Number: 6633402
Current Firm: Landmark Wealth Management Group

Leah Swanson (CRD# 6633402) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 6 years of experience in the finance industry. Leah Swanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Landmark Wealth Management Group Lake Elmo, MN Aug 2022 - Current 1
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jul 2020 - Current 3
Thrivent Advisor Network, Llc D/b/a Landmark Wealth Management Lake Elmo, MN May 2020 - Aug 2022 2
Thrivent Financial For Lutherans Appleton, WI Dec 2017 - May 2020 2
Thrivent Investment Management Inc. Lake Elmo, MN Sep 2017 - May 2020 2
Thrivent Financial Ham Lake, MN May 2017 - Dec 2017 < 1
Unemployed St. Paul, MN Jan 2017 - May 2017 < 1
Greater Midwest Financial Group St. Paul, MN May 2016 - Dec 2016 < 1
Bethel University St. Paul, MN Aug 2013 - Dec 2016 3
Majestic Oaks Golf Course Ham Lake, MN Aug 2012 - Aug 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Leah N. Swanson
Phone Number: (800) 251-9932
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    824
    MILLIONS
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $283,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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

AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI

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