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Bruce David Swanson

PORTFOLIO DESIGN SERVICES, LLC·RIVER FALLS, Wisconsin
Series 3, Series 5, Series 7, Series 8, Series 15, Series 63, Series 65, Series 6623 years registeredPORTFOLIO DESIGN SERVICES, LLC
122 N. 2ND STREET, RIVER FALLS, WI 54022CRD# 1113446Firm CRD# 131506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce David Swanson · RIVER FALLS, WI
Registration
CRD #1113446 · PORTFOLIO DESIGN SERVICES, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO DESIGN SERVICES, LLC
Jun 2004 – present
VALMARK ADVISERS, INC.
Jan 2003 – Jul 2004
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 5
Series 7
Series 8
Series 15
Series 63
Series 65
Series 66
Registration record
First registered · January 16, 2003
Years registered · 23
03

Disclosure History

1986Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PORTFOLIO DESIGN SERVICES, LLC
CRD 131506 · SEC 801-80561
AUM
$122M
Regulatory assets under management
Employees
5
439 client accounts
Services offered by PORTFOLIO DESIGN SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PORTFOLIO DESIGN SERVICES, LLC →
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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 at PORTFOLIO DESIGN SERVICES, LLC

Angela Kay Tille
RIVER FALLS, WI
Bradley Cole Olson
RIVER FALLS, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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Research
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