MEET OUR TEAM

Chris Swenson

PRESIDENT

Because our firm is completely independent, Chris can focus on your personal needs and goals to help you reach financial independence, which is a great advantage.

Chris has a strong sense of humor and natural ability to make clients feel comfortable. These qualities make him easy to talk to about your personal goals and life situations.

Chris and his wife Tami have two children, a son Zachary and a daughter Mackenzie. In his free time, Chris enjoys golfing, travel, hobby photography and spending time with his family. He is also an avid Wisconsin Badgers and Green Bay Packers fan.

Licenses

Securities

  • Licensed in 2000 – Registered Representative Harbour Investments, Inc., Madison, WI
  • Securities Licensed in the following states: WI, MN, KS, AZ, FL, IL, OR, NC, OK, NY, OH, SC, TX, CA, CO
  • Series 7
  • Series 63

Advisory

  • Investment Adviser Representative with Wisconsin Wealth Advisors, LLC
  • Series 66

Insurance

  • Independent Agent offering coverage from several companies
  • Life and Health Insurance in WI, TX, NC and IL
Community Involvement

Sun Prairie Business and Education Partnership

  • Board Member (Past President)

Sun Prairie Education Foundation

  • Board Member (Past President) and Chair of Finance Committee

Sun Prairie Chamber of Commerce

  • Member

 

To contact Chris, email him at chris.swenson@wiwealthadvisors.com, or call him at 608-837-9099.

chris-full-2

MEET OUR TEAM

Chris Swenson

PRESIDENT

It is our independence that I value the most. I work for you and only you. Being free to focus on you and your personal needs is a great advantage.

Chris and his wife Tami have two children, son Zachary and daughter Mackenzie. In his free time, Chris enjoys golfing and spending time with his family. He is also an avid Wisconsin Badgers and Green Bay Packers fan.

Licenses
Licenses
  • Securities
    Licensed in 2000 Registered Representative Harbour Investments, Inc., Madison, W
    Securities Licensed in the following states: WI, MN, KS, AZ, FL, IL, OR Investment Adviser Representative with Wisconsin Wealth Advisors, LLC
  •  Insurance
    Independent Agent offering coverage from several companies
    Life and Health Insurance in WI and IL
  • Series 7
  • Series 63 and 66
Community Involvement
  • Sun Prairie Business and Education Partnership
    Board Member
  • Sun Prairie Education Foundation
    Board Member
  • Sun Prairie Chamber of Commerce
    Member

CONTACT US

Ready to Start Planning Your Future?