Todd Swanson
Todd Swanson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Maple Grove, MN, with 35 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11300 86th Avenue North, Maple Grove, MN, 55369
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Todd is an Investment Advisor Representative at Royal Alliance since 2012 and at True North Advisory Group since 2021, focusing on retirement and investment planning. He also assists clients with life insurance, long-term care insurance, estate planning, and company retirement plans, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
State Registrations4 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.