AdvisorOS Directory
Claim Profile
JS

Julie Ellen Swanson

PORTFOLIO DESIGN SERVICES, LLC·RIVER FALLS, Wisconsin
Unclaimed Profile
122 N. 2ND STREET, RIVER FALLS, WI 54022CRD# 7521299Firm CRD# 131506
01

About

Julie Ellen 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# 7521299
Firm CRD# 131506
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RIVER FALLS?

Browse all registered financial advisors in RIVER FALLS, Wisconsin or claim this profile if it's yours.

Browse RIVER FALLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Julie Ellen Swanson offer?
Julie Ellen Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVER FALLS, Wisconsin for a consultation.
What are Julie Ellen Swanson's credentials?
Julie Ellen Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ellen Swanson located?
Julie Ellen 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 Julie Ellen Swanson charge for services?
Julie Ellen 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RIVER FALLS
Bruce David Swanson — PORTFOLIO DESIGN SERVICES, LLCBradley Cole Olson — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile