Swanson Financial Services, Inc.

Swanson Financial Services, Inc. (CRD# 143113) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $6,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $80,000
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
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.

OR

Financial Advisors at Swanson Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David D. Swanson
CRD#: 6614143
16016 Boones Ferry Rd, Suite 101, Lake Oswego, OR 97035
89
Wealthminder
score

David Swanson (CRD# 6614143) is an Investment Advisor Representative working at Swanson Financial Services, Inc. in Lake Oswego, OR and has over 2 years of experience in the finance industry.

2
David D. Swanson
CRD#: 1464923
16016 Boones Ferry Rd, Suite 101, Lake Oswego, OR 97035
83
Wealthminder
score

David Swanson (CRD# 1464923) is an Investment Advisor Representative working at Swanson Financial Services, Inc. in Lake Oswego, OR and has over 32 years of experience in the finance industry.

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