Chris Swanson

Wealth Advisor at Summit Investment Advisors - Roseville, MN, US

Chris Swanson's Colleagues at Summit Investment Advisors
Brian CFP

Director Of Client Services

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Krista York

St. Paul Area - Digital Marketing Specialist and Event Coordinator

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Velencia Richard

Sales And Marketing Specialist

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Lori Aufderhar

Director of Operations / Retirement Coach

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Brian Carlson

Director Of Client Services

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Carol Klein

Director of First Impressions

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Chris Swanson's Contact Details
HQ
651-490-2939
Location
St. Croix County, Wisconsin, United States
Company
Summit Investment Advisors
Chris Swanson's Company Details
Summit Investment Advisors logo, Summit Investment Advisors contact details

Summit Investment Advisors

Roseville, MN, US • 20 - 49 Employees
Financial Services

Guiding You To Your SummitYou can have confidence in our knowledge, passion, and dedication to help you and your loved ones reach the summit!Helping you to discover what financial and life success truly means to you is at the core of our methodology. We formulate a plan to help get you there, partnering with you along the way to assist you with pursuing your goals. It may be easier than you think, especially when you have a solid plan in place.Summit Investment Advisors provides expert wealth management & financial planning services, including: • Wealth Planning • Investment Management • Alternative Investments • Estate Planning • Small Business Planning • Insurance Services • Risk Management Planning • Educational Workshops for families, groups, & businesses.Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, MT, NC, ND, NE, NY, OH, OR, TX, WA, WI, and WY.FINRA: www.finra.orgSIPC: www.sipc.orgSpecialtiesWealth Planning, Investment Management, Alternative Investments, Estate Planning, Small Business Planning, Insurance Services, Risk Management Planning, Educational Workshops for families, groups, and businesses.

Financial Planning Estate Planning Investment Planning Certified Financial Planner Financial Services Financial Advisory Services
Details about Summit Investment Advisors
Frequently Asked Questions about Chris Swanson
Chris Swanson currently works for Summit Investment Advisors.
Chris Swanson's role at Summit Investment Advisors is Wealth Advisor.
Chris Swanson's email address is ***@summitinvest.com. To view Chris Swanson's full email address, please signup to ConnectPlex.
Chris Swanson works in the Financial Services industry.
Chris Swanson's colleagues at Summit Investment Advisors are Brian CFP, Krista York, Margie Firkaly, Velencia Richard, Lori Aufderhar, Brian Carlson, Carol Klein and others.
Chris Swanson's phone number is 651-490-2939
See more information about Chris Swanson