Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
McIntosh, MN 56556
Cetera
Institution
Davin Swanson is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in agriculture as an owner of a beef cow/calf operation and serves as treasurer for a local cemetery board. Swanson also participates in community service as a board member for the Win E Mac school district and is president of King Town Mutual Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, planning, and consulting services through a multi-manager platform that supports various investment strategies and program structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
McIntosh, MN North Broadway
175 North Broadway
McIntosh MN 56556
Advisors at this office
1
Minnesota
20 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
McIntosh, MN
Cetera
2025 - Present • 1 year
Schaumburg, IL
Davin and Amanda Swanson
2020 - Present • 6 years
McIntosh, MN
Hill River Hunting Inc
2020 - Present • 6 years
McIntosh, MN
Win E Mac ISD 2609
2020 - Present • 6 years
Erskine, MN
King Town Mutual Insurance Company
2017 - Present • 9 years
McIntosh, MN
King Town Mutual Insurance Company
2017 - 2022 • 5 years
McIntosh, MN
Hill River Hunting Inc
2014 - Present • 12 years
McIntosh, MN
Avantax Investment Services, Inc.
2012 - 2025 • 13 years
McIntosh, MN
Avantax Insurance Agency, LLC
2012 - 2025 • 13 years
McIntosh, MN
Avantax Advisory Services
2012 - 2025 • 13 years
McIntosh, MN
Harbour Investments INc
2010 - Present • 16 years
Madison, WI
Hatzung Insurance
2010 - Present • 16 years
St. Louis Park, MN
Country Trust Bank
2006 - 2007 • 1 year
Edina, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Fosston, MN
Focus Financial
Paul Rosendahl is a financial advisor with Focus Financial who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Osaic since 2003. In addition to his advisory role, he serves as a public address announcer for the Fosston School District at local football and basketball games. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Series 66
Fosston, MN
LPL Financial
Ryan Paulson is a financial advisor with LPL Financial in Fosston, MN, holding a Series 66 license and nine years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation, American Federal Bank, and First International Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Series 63, Series 66
Cambridge, MN
LPL Financial
Joseph Morley is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked for Investment Centers of America, Inc. for 12 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 63, Series 65
Cambridge, MN
LPL Financial
Richard Brown is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. for 11 years. He also serves as an assistant hockey coach at Cambridge-Isanti High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment approaches, including model portfolios and third-party strategies, and integrates technology tools for operational and research support.
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