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Chris Allen Swenson

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
254 clients
Average Client Portfolio
$450K average
Assets Under Management
$114.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1777 West Main Street, Suite 203, Sun Prairie, WI, 53590

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Chris is an investment advisor representative and owner of Wisconsin Wealth Advisors, LLC RIA, and an independent insurance agent DBA Swenson Agency. He also serves as a board member for two organizations and spends minimal time on fixed insurance sales and a few hours per week as a registered representative for Harbor Investments, Inc.

Employment History
Current Registrations
Wisconsin Wealth Advisors, LLC
February 2016 - Present · 10 yrs
Harbour Investments, INC.Broker
October 2000 - Present · 25 yrs 4 mos
Previous Registrations
Wisconsin Wealth Advisors, LLC
April 2009 - February 2016 · 6 yrs 10 mos
Harbour Investments, INC.
November 2000 - December 2020 · 20 yrs 1 mo
State Registrations15 states
AZCACOFLILKSMNNCNYOHOKORSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chris Allen Swenson - Financial Advisor | TrueAdvisor