Steve Swanson

Steve Swanson , CFP®*

Bell Investments - VP/Wealth Advisor

I enjoy working with my clients to help them pursue their financial goals and objectives. Financial planning is not a one time event but a continuing process that needs to be reviewed and possibly adjusted over time. It’s great being able to make a difference in people’s lives and help them work toward their financial dreams.

When I'm not in the office, you can find me spending time with my wife. We also have three grown children. My hobbies include running, riding motorcycle, traveling and spending time at the lake.



*Financial planning offered through LPL Financial, a registered investment advisor.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value