Lindsey Joy Swenson, CFP®, CLU®, ChFC®

Wealth Management Advisor

  • Office 605-323-6606
  • Office 605-595-8469

Professional

Lindsey joined Northwestern Mutual in 2007 as a College Financial Representative Intern during her senior year at MSUM.  She got off to a very quick start and earned the spot of #1 Female Intern in the country.  By the time she graduated in 2008, she had become extremely passionate about her work, and had found her lifelong calling.

What Lindsey loves most about this career is the rewarding relationships she forms with her clients.  Throughout the process of creating a comprehensive financial plan, Lindsey engages to not only learn the financial goals her clients may have, but also the personal and professional goals to give her insight and background as to how it all fits together. 

Continuing her education and being an expert in the industry is extremely important to Lindsey, and as such she has completed the coursework to earn the following credentials: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certified Long Term Care (CLTC) and most recently Certified Financial Planner (CFP®). 

In addition to helping her clients achieve financial security, she also fills the role of Life Insurance Specialist with the Lowrey Financial Group, helping new financial representatives learn about life insurance.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck