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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawson? Claim Your ProfileDawson Joel Swindler is an investment advisor representative at Cerity Partners LLC. Dawson Joel Swindler is registered in Kentucky. Dawson Joel Swindler has been in the industry since 2013. Dawson Joel Swindler specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Cerity Partners LLC is a registered investment advisor with offices in Louisville, KY and New York, NY.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
04/25/2023 - Present
Cerity Partners LLC (Louisville KY)
IA
Issued 01/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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