Portfolio Design Services, LLC

Portfolio Design Services, LLC (CRD# 131506) is a financial advisory firm headquartered in River Falls, WI. They manage $138,387,110 in 398 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $347,706
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, VA, VI, WI

Financial Advisors at Portfolio Design Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John M. Cummins
CRD#: 58659
Orlando, FL

John Cummins (CRD# 58659) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Orlando, FL and has over 22 years of experience in the finance industry.

2
Bradley C. Olson
CRD#: 5342550
River Falls, WI

Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 13 years of experience in the finance industry.

3
Bruce D. Swanson
CRD#: 1113446
122 N. 2nd Street, River Falls, WI 54022

Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 34 years of experience in the finance industry.

4
Tonya A. Swinnea
CRD#: 1137573
Law Office Of Nissman & Mcchain, 53a Company Street, Christiansted St. Croix, VI 00820

Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Christiansted St. Croix, VI and has over 30 years of experience in the finance industry.

5
Angela K. Tille
CRD#: 7293007
122 N. 2nd Street, River Falls, WI 54022

Angela Tille (CRD# 7293007) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has 1 year of experience in the finance industry.

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