Christopher
Swanson
Compass Financial Advisors LLC
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About this Advisor
Christopher Swanson is a financial advisor based in Fort Wayne, Indiana with a total of 11 years of relevant experience. Swanson is currently employed by Compass Financial Advisors LLC. Throughout their career, Swanson has worked at Simple Auto, Fintegra, LLC, Compass Financial Advisors, LLC, Securities America, Inc, Harbour Investments, Inc and Ausdal Financial Partners, Inc. Swanson holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Indiana. Compass Financial Advisors LLC is a financial advisory company based out of Fort Wayne, IN. The investment advisory business has offices in two locations and a total of nine advisors. It manages $199 million in assets across its 713 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 713 customer accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services are based on which services the firm provides the client. Fee types billed by Compass Financial Advisors LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Advisors LLC Brokerage Details
$198,913,231
9
713
$278,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Swanson Work History
Christopher has been registered as a financial advisor for 11 years.*
Ausdal Financial Partners, Inc
Compass Financial Advisors, LLC
Simple Auto
Harbour Investments, Inc
Securities America, Inc
Fintegra, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Advisors LLC
Fort Wayne, IN
Fort Wayne, IN
Chesterton, IN
Fort Wayne, IN
Chesterton, IN
Fort Wayne, IN
Valparaiso, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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