Michael Swartz (CRD# 6917325) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| La Crosse Financial Planning Inc. | La Crosse, WI | Apr 2021 - Current | 3 |
| Voya Financial Advisors, Inc. | La Crosse, WI | Mar 2020 - Current | 4 |
| Mass Mutual Life Insurance Company | La Crosse, WI | Feb 2019 - Mar 2020 | 1 |
| Mml Investors Services | La Crosse, WI | May 2018 - Mar 2020 | 1 |
| Braun Intertec Corporation | La Crosse, WI | Jul 2014 - Dec 2018 | 4 |
| University Of Minnesota-duluth | Duluth, MN | Jul 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- MN
- WI
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts430ACCOUNTS
-
Average Account Value$93,488
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MN, WI
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