Check the background of this financial professional on FINRA's BrokerCheck.

Alex Swanson

Financial Advisor
CUSO Financial Services, L.P.*

Phone:303-487-8466
Email: cfs-aswanson@bellco.org

Branch: Arvada, Westminster, 98 & Washington

Alex has been in the financial services industry since 2009. As a fully licensed financial professional, Alex helps clients with long term financial planning ranging from retirement to estate planning to college savings and more. Believing that every client deserves a customized plan that fits their needs, Alex provides tailored solutions for each individual.

Whether you’re looking to protect your assets, aiming for higher retirement income, or simply want to help ensure your assets are working for you efficiently, Alex can help you find the solution that’s right for you.

Alex attended the University of Florida where she graduated magna cum laude. She lives in Denver with her husband, Jon, and dog, Lola. She believes in working towards goals while enjoying the present. She strives to strike that balance for her clients through financial planning as well as in her own life. Her hobbies include, hiking, skiing, reading; she also loves trying new things.


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

 

Tell A Friend Tell A Friend


 
 
 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

 


Check the background of this financial professional on FINRA's BrokerCheck.