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Todd Swanson, CLU, ChFC, CLTC, RICP, CFF

Todd Swanson, CLU, ChFC, CLTC, RICP, CFF

Investment Advisor Representative

I have been financial services for over 40 years. I focus on working with small to medium sized companies, for their retirement plan needs, life insurance and investment plans. I have worked with over 400 companies in the last 40 years, many of which I still work with today. I also have over 200 individuals and families that I work with in their financial and retirement planning needs.

I’ve been married for 40 years to my beautiful, gracious and understanding wife. We have 3 very successful children who are all grown, and they have blessed us with 4 grandchildren. We spend a lot of time together, enjoying each other’s company!!

I love travelling with my wife. We have been all over the United States and some countries in Europe and other fascinating places. I have been fortunate to golf all around the United States, and fish and hunt in several states as well. However, there is nothing better than the Minnesota walleye.

Education has been an important part of my life and career. I graduated from the University of Minnesota with a Bachelor of Science in Business degree. Since then, I have earned my CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RICP (Retirement Income Certified Professional), and CLTC (Certified Long-Term Care) designations. I am also a CFF (Certified Financial Fiduciary). My clients can rely on transparent and professional treatment when it comes to their financial and retirement needs.