Paul Swank, financial advisor Topeka KS

Paul Swank

CRD Number: 2784181
Current Firm: Chief Advisors Corp

Paul Swank (CRD# 2784181) is an Investment Advisor Representative working at Chief Advisors Corp in Topeka, KS and has over 27 years of experience in the finance industry.

Similar Advisors
James Reardon, financial advisor Topeka KS
James N. Reardon
CRD# 1186862
Proactive Capital Management, Inc.
Similar Advisors
Desmond Henry, financial advisor Topeka KS
Desmond Henry
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Brian Abbott, financial advisor Topeka KS
Brian T. Abbott
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
First Asset Financial Inc. Salina, KS May 2015 - Current 8
Chief Advisors Corporation Saina, KS May 2015 - Current 8
Countryside United Methodist Church Topeka, KS Apr 2015 - Current 9
Swank Financial Strategies Topeka, KS Aug 2001 - Current 22
Kansas High School Activities Association Topeka, KS Dec 1977 - Current 46
Investment Planners Inc. Decatur, IL Jun 2013 - Apr 2015 1
Ipi Wealth Management Decatur, IL Jun 2013 - Apr 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Paul A. Swank
Phone Number: 785-827-7700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $228,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, MI, MO

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.