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Advisor Services

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Employer Years Dates
LPL Financial LLC 3 years, 3 months Jul 2013 - Present
Cornerstone Wealth Management, LLC 3 years, 3 months Jul 2013 - Present
Edward D. Jones & Co., L.P. 16 years, 11 months Aug 1996 - Jul 2013
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Christopher Jon Swenson?
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Designations & Memberships

  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 5, 2016
  • license status
  • disclosures
  • as of date
    Mar 11, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


LPL Financial LLC

Last updated on Sept. 22, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
    • $211.0K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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