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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

(651)219-4491

Email Address

cswanson@innovativeplanning.com


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


See the entire IPG Client Support Team: Here