Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dirk Swanson is an Investment Advisor Representative at Lasalle St. Investment Advisors, LLC. Douglas has been in the industry since January 2007 and is registered with the state of Illinois. Douglas has a Series 65 license and is a financial coach for Douglas Swanson Financial Coach. Douglas provides financial planning and portfolio management services to individuals and businesses. Douglas is also a tax preparer for Zoller Swanson & Co.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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IL
02/21/2018 - Present
Lasalle ST. Investment Advisors, LLC (Warrenville IL)
IA
Issued 02/21/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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