Be advised. This firm is no longer registered.

Swanson Financial Services, Inc.

Swanson Financial Services, Inc. (CRD# 143113) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $35,000,000 in 365 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4309 Oakridge Rd, Lake Oswego, OR 97035
https://www.facebook.com/pages/swanson-financial-services/1615588492043624
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $95,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Swanson Financial Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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