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Louis Pasteur said, "Chance favors the prepared mind." The knowledge of the Swanson Group strives to help our clients achieve their goals and the chance to realize the vision they have for their organization.
- Socially Responsible Investing
- Professional Portfolio Management
- Institutional Services
- Investment Policy Statements
- Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
- You can access your investment accounts by clicking on Your Portfolio on the left-hand side of this page.
- Financial Advisor at Smith Barney Since 1973
- Certified Investment Management Analyst, CIMA® since 1996
- Senior Institutional Consultant Since 1992
- BS in Economics, 1973
Iowa State University
- Past President of Variety Club of Iowa
- Series 3, 7, 63 & 65 Licensed
Keith Swanson, CIMA® is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, TN, TX, VA, WA, WI
- Financial Services Industry Since 1986
- Series 3, 7, 8 & 65 Licensed
- MBA, 1984
Creighton University
Graduated with Honors
- BA, 1980
Utah State University
- Football Scholarship
3 Year Letter Winner
All PCAA 1980
Free Agent with the Oakland Raiders
Richard A. Stachon, CIMA® is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, MI, MN, MO, MT, NE, NJ, NY, OH, OK, PA, TX, VA, WA, WI
- Series 3, 7, 31, 63 & 65 Licensed
- Experience in the Financial Services Industry since 2002
- B.S. - International Business
Marquette University
- Life & Health Insurance Licensed
Meredith Swanson is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, SC, TX, VA, WA, WI
- Experience in the Financial Services Industry since 1989
- CERTIFIED FINANCIAL PLANNER™ Certification, 1992
CFP® Board
- MBA, 1983
Drake University
- BS, 1978
Iowa State University
- Series 3, 7, 31, 63 & 65 Licensed
Variable Annuity, Health & Life Insurance Licensed
Alan J. Beck, CFP® is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, IL, KS, MI, MN, MO, MT, NE, NJ, NY, OH, OK, TX, VA, WA, WI
- Joined the Financial Services Industry in 1994
- MBA, BBA - Finance
- Association for Investment Management & Research (AIMR)
Member
- Iowa Society for Financial Analysts(ISFA)
Member
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 31 - Managed Futures & Commodities
- Life & Health Insurance Licensed
Robert D. Chleborad, CFA is licensed in the following state(s): AK, AR, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, TX, VA, WA
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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