Adam
Swanson
Md Financial Advisors / Vestment Financial
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About this Advisor
Adam Swanson is a financial advisor based in Chanhassen, Minnesota, working with Md Financial Advisors / Vestment Financial. Adam has previously held positions at Md Financial / Vestment Financial, Burnsville High School, Bhs Financial, and University Of Minnesota Duluth. Adam has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Adam is part of Md Financial Advisors / Vestment Financial, which operates out of Chanhassen, Minnesota. The firm has 11 offices and 21 employees. The firm manages assets totaling $243.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Md Financial Advisors / Vestment Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Md Financial Advisors / Vestment Financial Brokerage Details
$243,201,465
21
2,758
$88,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Adam Swanson Work History
Md Financial / Vestment Financial
Bhs Financial
University Of Minnesota Duluth
Burnsville High School
Disclosures
Please visit the SEC profile of Adam Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Md Financial Advisors / Vestment Financial
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
Chanhassen, MN
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