Paul SwansonCRD Number: 6293214
Current Firm: Panoramic Financial Management
Paul Swanson (CRD# 6293214) is an Investment Advisor Representative working at Panoramic Financial Management in Burnsville, MN and has over 16 years of experience in the finance industry. Paul Swanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Procentive.com, Inc.||Hudson, WI||Oct 2016 - Current||1|
|Swanson, Paul Wayne Dba Panoramic Financial Management||Burnsville, MN||Oct 2016 - Current||1|
|Paul Swanson Cpa||Burnsville, MN||Sep 2016 - Current||1|
|Carlson Capital Management||Northfield, MN||Jun 2013 - Aug 2016||3|
|Mtk, LLC||Edina, MN||Jun 2007 - Jun 2013||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
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