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Bruce David Swanson

PORTFOLIO DESIGN SERVICES, LLC·RIVER FALLS, Wisconsin
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122 N. 2ND STREET, RIVER FALLS, WI 54022CRD# 1113446Firm CRD# 131506
01

About

Bruce David Swanson is a registered financial advisor based in RIVER FALLS, Wisconsin, affiliated with PORTFOLIO DESIGN SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PORTFOLIO DESIGN SERVICES, LLC
PORTFOLIO DESIGN SERVICES, LLC
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO DESIGN SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1113446
Firm CRD# 131506
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce David Swanson offer?
Bruce David Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVER FALLS, Wisconsin for a consultation.
What are Bruce David Swanson's credentials?
Bruce David Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce David Swanson located?
Bruce David Swanson is based in RIVER FALLS, Wisconsin, working with PORTFOLIO DESIGN SERVICES, LLC. Their office serves clients in the RIVER FALLS metropolitan area and surrounding communities.
How does Bruce David Swanson charge for services?
Bruce David Swanson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO DESIGN SERVICES, LLC?
PORTFOLIO DESIGN SERVICES, LLC has approximately 5 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RIVER FALLS
Bradley Cole Olson — PORTFOLIO DESIGN SERVICES, LLCJulie Ellen Swanson — PORTFOLIO DESIGN SERVICES, LLCAngela Kay Tille — PORTFOLIO DESIGN SERVICES, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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