# PORTFOLIO DESIGN SERVICES, LLC

PORTFOLIO DESIGN SERVICES, LLC of RIVER FALLS, WI is an SEC-registered investment adviser.

## Registration

- CRD: 131506
- Type: SEC-registered investment adviser
- SEC file number: 801-80561
- Location: 122 N. 2ND STREET, RIVER FALLS, WI, 54022
- Phone: 715-629-9095
- Latest filing: 2026-03-02
- Regulatory AUM: $149.7M
- Discretionary AUM: $149.7M
- Clients: 4
- Accounts: 256

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Julie Ellen Swanson | MEMBER | — |
| Bruce David Swanson | MEMBER | — |
| Bradley Cole Olson | MANAGING MEMBER & RESEARCH MANAGER | — |
| Angela Kay Tille | CHIEF COMPLIANCE OFFICER | — |
| SWANSON BRUCE DAVID | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| OLSON BRADLEY COLE | MANAGING MEMBER & RESEARCH MANAGER; RESEARCH MANAGER | — |
| Swanson Julie Ellen | MEMBER | — |
| Tille Angela Kay | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131506/similar
- Related entities: https://search.stillhousedata.com/firm/131506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131506

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.