Our Wealth Management Advisors
Matthew Swanson
Wealth Management
Matthew serves his clients as a financial advisor and has over 15 years of experience in the industry. Of those 15 years, Matthew has spent the past eight at NFP, working to offer his wealth of experience to the team and his clients.
Among his licenses and achievements, Matthew holds a General Securities Series 7, Uniform Investment Adviser Series 65 & Uniform Securities Agent Series 63 licenses. Matthew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisor Services, LLC.
Matthew works in the Private Client Services division, helping clients establish and maintain investment portfolios and financial strategies to meet their long-term objectives. He uses his experience and forward-thinking to help clients devise plans that work to achieve their goals.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures