Allison Raez Swanson is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-01-20 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2025-04-15 | 2026-03-08 | — |