Davin Swanson (CRD# 5092704) is an Investment Advisor Representative working at Avantax Advisory Services in Mcintosh, MN and has over 18 years of experience in the finance industry.
CRD# 5141632
Lpl Financial LLC
CRD# 4395503
Commonwealth Financial Network
CRD# 6908597
The Fiduciary Alliance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Win E Mac Isd 2609 | Erskine, MN | Sep 2020 - Current | 3 |
| Davin And Amanda Swanson | Mcintosh, MN | Sep 2020 - Current | 3 |
| Hill River Hunting Inc. | Mcintosh, MN | Sep 2020 - Current | 3 |
| King Town Mutual Insurance Company | Mcintosh, MN | Feb 2017 - Current | 7 |
| Hill River Hunting Inc. | Mcintosh, MN | Mar 2014 - Current | 10 |
| Avantax Investment Services, Inc. | Mcintosh, MN | Oct 2012 - Current | 11 |
| Avantax Advisory Services | Mcintosh, MN | Oct 2012 - Current | 11 |
| Avantax Insurance Agency, LLC | Mcintosh, MN | Oct 2012 - Current | 11 |
| Harbour Investments Inc. | Madison, WI | Sep 2010 - Current | 13 |
| Hartzung Insurance | St. Louis Park, MN | Sep 2010 - Current | 13 |
| King Towan Mutual Insurance Company | Mcintosh, MN | Feb 2017 - Nov 2022 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- MN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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