John Swenson, financial advisor Madison WI
93 score

John Swenson

CRD Number: 1219390
Current Firm: Eagle Strategies LLC

John Swenson (CRD# 1219390) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, WI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Madison, WI Mar 2011 - Current 5
Nylife Securities LLC Madison, WI Feb 2011 - Current 5
Princeton Capital Associates And Insurance Services LLC Madison, WI Feb 2011 - Current 5
New York Life Isnurance Co Madison, WI Dec 2010 - Current 6
Princeton Financial Group Madison, WI Feb 2011 - Feb 2011 < 1
Swenson And Associates, LLC Madison, WI Jan 2007 - Feb 2011 4
Cambridge Investment Research, Inc. Fairfield, IA Jan 2010 - Nov 2010 < 1
Cambridge Investment Research Advisor, Inc. Fairfield, IA Jan 2010 - Nov 2010 < 1
Advisors Management Group, Inc. La Crosse, WI May 2008 - Dec 2008 < 1
Cuna Brokerage Services, Inc. Madison, WI Jan 2002 - Jan 2008 6
Cuna Mutual Group Madison, WI Jan 2002 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for John C. Swenson
Phone Number: (888) 695-3245
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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