Private Wealth Advisor
Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Serv
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Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® Email & Phone Number
Private Wealth Advisor
at
Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv
Role
Private Wealth Advisor
Location
St Paul, Minnesota, United States
Who is Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®? Overview
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Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® is listed as Private Wealth Advisor at Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv, based in St Paul, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®.
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® previously worked as Private Wealth Advisor at Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Paraplanner at Ameriprise Financial Services, Inc.. Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® holds Bachelor Of Science, Consumer Science - Personal Finance from University Of Wisconsin-Madison.
Profile bio
About Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®
Our Mission StatementFireside Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., is Minnesota-based, and serves the multi-generational needs of individuals, families, and businesses both locally and around the country.Our mission is to bring an ideal mix of experience, knowledge, and passion as we help clients define what’s important financially and help them choose the path to pursue their goals.Our mission is defined by three core principles:· Planning-Based Approach· Tailored Guidance· Personalized ServiceOur Goals:· Clients can experience the confidence and peace of mind that comes from having a clear customized and personalized plan in place.· Clients feel comfortable knowing their advisor is dedicated to helping them bring focus and value to their financial lives.· Clients can make informed decisions and experience the stability that comes from a long-term relationship.Eric Swanson may only conduct securities business with residents of states in which they are properly registered. Please refer to FINRA’s BrokerCheck website for a list of those states.CA Insurance #0L88066
Current workplace
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®'s current company
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Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Serv
3 roles · 22 years
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Our unique and collaborative Dream > Plan > Track >® approach to financial planning starts with your dreams -not just the numbers. When we work together, my first focus will be to learn more about your financial, personal, and professional aspirations. I will take this information and leverage my financial planning experience to present you with a.
May 2006 - Present
Paraplanner
2004 - 2006
~2 yrs
1 education record
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® education
FAQ
Frequently asked questions about Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®
Quick answers generated from the profile data available on this page.
What company does Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® work for?
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® works for Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv.
What is Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®'s role at Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv?
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® is listed as Private Wealth Advisor at Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv.
Where is Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® based?
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® is based in St Paul, Minnesota, United States while working with Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv.
What companies has Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® worked for?
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® has worked for Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Serv, Fireside Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, and Ameriprise Financial Services, Inc..
How can I contact Eric Swanson, Cfp®, Bfa®, Cltc®, Apma®?
You can use AeroLeads to view verified contact signals for Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® at Fireside Wealth, A private wealth advisory practice of Ameriprise Financial Serv, including work email, phone, and LinkedIn data when available.
What schools did Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® attend?
Eric Swanson, Cfp®, Bfa®, Cltc®, Apma® holds Bachelor Of Science, Consumer Science - Personal Finance from University Of Wisconsin-Madison.
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