Donald Swanson
Donald Swanson is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Libertyville, IL, with 39 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
704 Florsheim Drive, Suite 13, Libertyville, IL, 60048
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Donald owns Kirby Properties LLC, a real estate business, and is the secretary for Florsheim Professional Center Association. He dedicates minimal time to these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP
Lutheran Brotherhood Securities CORP.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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