Chris Swenson
Chris Swenson is a registered investment advisor at Wisconsin Wealth Advisors, LLC, based in Sun Prairie, WI, with 25 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 254 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g. historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1777 West Main Street, Suite 203, Sun Prairie, WI, 53590
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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
Chris is an investment advisor representative and owner of Wisconsin Wealth Advisors, LLC RIA, and an independent insurance agent DBA Swenson Agency. He also serves as a board member for two organizations and spends minimal time on fixed insurance sales and a few hours per week as a registered representative for Harbor Investments, Inc.
Employment History
Current Registrations
Wisconsin Wealth Advisors, LLC
Harbour Investments, INC.Broker
Previous Registrations
Wisconsin Wealth Advisors, LLC
Harbour Investments, INC.
State Registrations16 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.