Chris Swanson Email & Phone Number
Financial Advisor @ Innovative Planning Group
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Chris Swanson Location
- Wisconsin, United States
Chris Swanson Work
- 2025 -now Financial Advisor @
- 2016 -2025 Wealth Advisor @ Summit Investment Advisors
- 2000 -2013 Financial Advisor @
- 1992 -2001 Tax Manager,Treasurer, Plan Administrator @ Bosch Packaging Technology (formerly Doboy Packaging)
Chris Swanson Education
- University of Minnesota - Carlson School of Management
Master of Business Taxation (Business Taxation/Finance)
1992-1994 - Oral Roberts University
Bachelor of Science (B.S.) (Accounting)
1984-1988
Chris Swanson Skills
- 401k
- Pensions
- Fiduciary Services
- Wealth Management
- Retirement Planning
- Estate Plannng
- Property & Casualty Insurance
- Investment Advisory
- Personal Financial Planning
- Life Insurance
- Retirement
- Financial Planning
- Financial Advisory
- Finance
- Securities
- Financial Services
- Sales
- Project Planning
- Property and Casualty Insurance
- Property and Casualty
- Corporate Tax
- Personal Financial
Chris Swanson Summary
- Chris Swanson, based in Wisconsin, United States, is currently a Financial Advisor at Innovative Planning Group. Chris Swanson brings experience from previous roles at Summit Investment Advisors, Waddell & Reed and Bosch Packaging Technology (formerly Doboy Packaging). Chris Swanson holds a 1992 - 1994 Master of Business Taxation in Business Taxation/Finance @ University of Minnesota - Carlson School of Management. With a robust skill set that includes 401k, Pensions, Fiduciary Services, Wealth Management, Retirement Planning and more. Chris Swanson has 4 emails and 1 mobile phone numbers on RocketReach.
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