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Erik S
Series 63
Sartell, MN
Ameriprise
Erik Swanson is a financial advisor with Ameriprise in Sartell, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Midwest Excellence LLC, and also co-owns a real estate business, Integrity Point Real Estate LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing managed accounts and using algorithmic tools alongside personalized review.
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