LINDSEY DANAE SWANSON is an investment adviser representative (IAR) with state registration records since 2016, appearing at 8 firms. Currently registered with WE FINANCIAL GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WE FINANCIAL GROUP LLC | 2025-07-02 | present | Yes |
| BRIO CONSULTANTS, LLC | 2023-05-26 | 2025-04-07 | — |
| FIDUCIARY FINANCIAL PLANNING GROUP, LLC | 2022-11-07 | 2023-08-14 | — |
| STRIPPER FINANCIAL PLANNING | 2021-12-16 | 2023-06-16 | — |
| ORIGIN INVESTMENT ADVISORY LLC | 2021-06-24 | 2022-01-28 | — |
| GREAT LAKES INVESTMENT MANAGEMENT, LLC | 2021-04-13 | 2022-01-14 | — |
| BRIGHTSCAPE INVESTMENT CENTERS,INC. | 2020-10-15 | 2021-06-02 | — |
| PITTENGER & ANDERSON INC | 2016-09-30 | 2017-09-28 | — |