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Kelsey D Swing

Avantax Planning Partners, Inc.

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About Kelsey D Swing

Kelsey D. Swing is an investment advisor representative with Avantax Planning Partners, Inc., a financial services firm located in Charleston, Illinois. Kelsey is also a Partner and Accountant with Gilbert, Metzger & Madigan, LLP., a local CPA firm, and has been with the CPA firm since 2002. Kelsey's background in accounting and finance provides her with a comprehensive understanding of the financial planning process, and she is committed to helping clients achieve their financial goals. Kelsey is licensed to provide financial advice in Illinois and is registered with the state of Illinois as an investment advisor representative. Kelsey holds a Series 65 license, which allows her to provide investment advice to individuals, families, and businesses.

Firm Information

Kelsey Swing is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelsey Swing’s Registration & Firm History

IL

07/10/2019 - Present

Avantax Planning Partners, Inc. (Charleston IL)

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Licenses & Designations

IA

Issued 06/29/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey D Swing.
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