Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davin? Claim Your ProfileDavin Kristofor Swanson is a financial advisor with Avantax Advisory Services. Davin has been in the financial industry since 2006 and is registered with the state of Minnesota. Prior to joining Avantax, Davin was a financial advisor with Harbour Investments, Inc. and Country Capital Management Company. Davin holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Davin also serves as a President for King Town Mutual Insurance Company. Davin specializes in providing financial advice to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
01/09/2014 - Present
Avantax Advisory Services (MCINTOSH MN)
MN
09/15/2010 - 11/29/2012
HARBOUR INVESTMENTS, INC. (ST. LOUIS PARK MN)
MN
02/03/2006 - 06/30/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (EDINA MN)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Davin Swanson is the right advisor for you? Invested Better is here to help.
