Adam Swanda, LPL Investment Advisor Representative

Adam J. Swanda began working as an Independent Financial Consultant providing Investment and Insurance Sales in 1998.   In 2003, Adam founded St. Croix Financial Services, a niche Retirement, Life Insurance and Financial services firm where he takes a “client-first” approach, which allows him to align client needs with a wide variety of resources.   Adam is a graduate of the University of Wisconsin-River Falls with a Bachelor of Science in Business Administration, with an emphasis in Finance.

Adam holds Series 7, 63, and 65 Licenses with LPL Financial, as well as a Wisconsin Life and Health Fixed/Variable Annuity Insurance License, and is a member of Financial Services Institute.