Steven
Swanson
Fsc Securities Corporation
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About this Advisor
Steven Swanson is a financial advisor based out of Lakeville, Minnesota with a total of 1 year of relevant experience. Swanson is currently employed by Fsc Securities Corporation. Their career trajectory has included roles at U.S. Army, Daikin Applied, Swanson Properties, LLC, Thrivent Investment Management Inc and Thrivent Financial. Swanson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Fsc Securities Corporation is a financial advisory business operating out of Atlanta, GA. The company has offices in 334 locations and a total of 2,174 employees. It oversees $12 billion in assets under management between its 52,792 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 94 charitable organizations. Of its 52,792 accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Fsc Securities Corporation provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are offered. However, fee types billed by Fsc Securities Corporation can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Swanson Work History
Steven has been registered as a financial advisor for 1 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Daikin Applied
Swanson Properties, LLC
U.S. Army
*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 Steven 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 Fsc Securities Corporation
Atlanta, GA
Atlanta, GA
Atlanta, GA
Langhorne, PA
Grove City, OH
Traverse City, MI
Atlanta, GA
Northampton, MA
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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