David Swenson

David Swenson

Financial Advisor

Office: 507-444-0064
Fax: 507-455-0356
E-mail:
 


David Swenson is a Registered Representative offering securities and advisory services through Osaic Wealth, Inc.  His main focus is to help clients set financial goals and assist them in charting a course to achieve those goals.  David has provided valuable financial advice to his clients for more than 30 years.


During his career, David has been a trusted advisor to his clients in the areas of retirement planning, risk management, tax planning, estate planning strategies, investment management and general financial consulting.   David has trained mentored over 50 other financial professionals throughout the upper midwest.   He is licensed and registered with state securities and insurances regulators, as well as registered as an Investment Advisor Representative with Osaic Wealth. 

David, a native of Grand Forks, ND, lives in Owatonna, Minnesota.  He holds Business Administration Degrees in Finance and Marketing from the University of North Dakota.   David is involved in the community having served several terms on his church council, Owatonna Youth Hockey Board, Owatonna Blue Line Club, Southern Minnesota Express Junior Hockey Club and several boards and committees of non-profit organizations.


He and his wife, Brenda, have four sons.  He enjoys hockey, fishing and golf.