Michael
Swartz

La Crosse Financial Planning Inc

CRD#6917325
Investment Advisor
in Onalaska, WI

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About this Advisor

Michael Swartz is a financial advisor based in Onalaska, Wisconsin, working with La Crosse Financial Planning Inc. Michael has previously held positions at Braun Intertec Corporation, Mml Investors Services, Mass Mutual Life Insurance Company, Voya Financial Advisors, Inc, and La Crosse Financial Planning Inc. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Michael is part of La Crosse Financial Planning Inc.

Certifications and Registrations

Series 65, Series 63

Office Location

1131 Main Street
Onalaska, WI 54650

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Michael Swartz Work History

2021 - Present (5 years)

La Crosse Financial Planning Inc

2020 - Present (6 years)

Voya Financial Advisors, Inc

2019 - 2020 (1 year)

Mass Mutual Life Insurance Company

2018 - 2020 (2 years)

Mml Investors Services

2014 - 2018 (4 years)

Braun Intertec Corporation

Disclosures

Please visit the SEC profile of Michael Swartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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