Michael Swenson is a registered investment advisor, based in Alpharetta, GA, with 33 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 ActivitiesSells Insurance
Michael works full-time as an accountant and tax preparer at Mennenga Tax and Financial since 1993. He also owns residential rental property through LSMS Properties, LLC, dedicating minimal time to this activity. Michael is also an independent insurance agent.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Woodbury Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations14 states
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