Chris Swanson, CFP®
Financial Advisor
About Chris
Chris has been a financial advisor since 2000 with a CFP® designation and an active Wisconsin CPA license. He maintains his Series 6, 63, and 7 securities licenses through LPL Financial. Chris and his family own multiple small businesses for which he helps provide direction. He enjoys helping small business owners maximize the benefits of their company retirement plans.
Chris grew up in Hudson and went all the way to Tulsa, Oklahoma for college where he found his wife, Libby who was from River Falls, WI. Together, they have 3 daughters and 5 grandchildren. Libby likes to travel so Chris also likes to travel. He enjoys spending time at the cabin and getting in the occasional round of golf.
Office Location
1200 Hosford St, Suite 202, Hudson, WI 54016
Phone Number
Email Address
Chris' Client Support Team
Nicole Andrews
Client Service Associate
Nolan Schoonveld
Director of Operations
Trevor Wasbotten
Director of Financial Planning
Josie Johnson
client service associate