Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Swanson is a financial advisor who has been in the industry since 2021. He is currently registered with Osaic Wealth, Inc. and is located in East Peoria, Illinois. Kristian has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Kristian specializes in providing financial planning, portfolio management, and educational seminars to help individuals and families achieve their financial goals.
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.
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.
1
2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
11/06/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
IL
05/06/2022 - 06/08/2023
WOODBURY FINANCIAL SERVICES, INC. (PEORIA IL)
IL
06/30/2021 - 05/06/2022
GROVE POINT INVESTMENTS, LLC (Peoria IL)
IL
11/10/2020 - 01/28/2021
EQUITABLE ADVISORS, LLC (PEORIA IL)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kristian Swanson is the right advisor for you? Invested Better is here to help.
