Erik Swenson Email & Phone Number
President @ Retirement Plan Solutions
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Erik Swenson Location
- Milwaukee, WI, US
Erik Swenson Work
- President @ (July 2004 - Present)
- Chartered Retirement Plan Specialist, Senior Investment Specialist @ (September 2004 - January 2010)
- President, Principal @ Innovative Financial Services Group (January 1988 - August 2004)
Erik Swenson Education
- FINRA Securities Registrations with IFP Securities LLC
Series 6 (7, 26, 39, 63 and 65 held with Independent Financial Partners and IFP Securities LLC, Securities and Investment Advisory)
1980-2011 - College for Financial Planning(R)
Chartered Retirement Plans Specialist(R) (Qualified Retirement Plans)
2008 - FI 360
Accredited Investment Fiduciary(R) (Fiduciary processes and responsibilities)
2007
Erik Swenson Skills
- Retirement
- Retirement Planning
- 401k
- Investment Advisory
- Wealth Management
- Investments
- Financial Advisory
- Pensions
- Retirement Plan Consulting
- Wealth Management Services
- Strategic Financial Planning
- Defined Benefit
- Securities
- Financial Services
- High Net Worth Individuals
- FINRA
- IRAs
- Personal Financial Planning
- Investment Strategies
- Finance
- Business Planning
- Series 63
- Series 7
- Asset Allocation
- Fixed Annuities
- Investment Management
- Consulting
- Holistic Financial Planning
- Investment Advisory Services
- Wealth Accumulation
- Leadership
- Financial Modeling
- Project Management
- Business Development
- Services
- Solutions
- Project Planning
Erik Swenson Summary
- Erik Swenson, based in Milwaukee, WI, US, is currently a President at Retirement Plan Solutions. Erik Swenson brings experience from previous roles at Retirement Plan Solutions- Northwestern Mutual Financial Network and Innovative Financial Services Group. Erik Swenson holds a 1980 - 2011 Series 6 in 7, 26, 39, 63 and 65 held with Independent Financial Partners and IFP Securities LLC, Securities and Investment Advisory @ FINRA Securities Registrations with IFP Securities LLC. With a robust skill set that includes Retirement, Retirement Planning, 401k, Investment Advisory, Wealth Management and more. Erik Swenson has 3 emails and 5 mobile phone numbers on RocketReach.
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