Swenson Jones Associates Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1989

Year Founded

  • Employees
  • 7

Employees

Swenson Jones Associates General Information

Description

Swenson Jones Associates is a financing advisory firm based in Wayzata, Minnesota. The firm provides various services such as risk management implementation, wealth transfer strategies, tax minimization techniques, lifestyle management and concierge services, Philanthropic-centered planning and family governance.

Contact Information

Website
www.pwa.ml.com/sja
Year Founded
1989
Service Provider Type
Financing Advisory
Corporate Office
  • 315 Lake Street East
  • Wayzata, MN 55391
  • United States
+1 (952)

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Swenson Jones Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Swenson Jones Associates Team (6)

Name Title Deals Office
Michael Swenson Managing Director Wayzata, MN
Justin Arnold Vice President & Private Wealth Manager Wayzata, MN
Jill Radermacher Private Wealth Relationship Manager & Assistant Vice President Wayzata, MN
Lori Hertzke Senior Private Wealth Client Associate Wayzata, MN
Scott Vogel Senior Vice President & Private Wealth Advisor Wayzata, MN
You’re viewing 5 of 6 team members. Get the full list »

Swenson Jones Associates FAQs

  • When was Swenson Jones Associates founded?

    Swenson Jones Associates was founded in 1989.

  • Where is Swenson Jones Associates headquartered?

    Swenson Jones Associates is headquartered in Wayzata, MN.

  • What is the size of Swenson Jones Associates?

    Swenson Jones Associates total number of employees/professionals is 7.

  • What service provider type is Swenson Jones Associates?

    Swenson Jones Associates's service provider type is Financing Advisory.

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