Skip to Content

Erik Swenson, AIF®, CRPS®

President

Tenure:
Erik has spent 31+ years as a financial industry professional committed to providing the finest services possible to 401k employers and employees, as well as private clients.

Professional Background:
Erik became registered and began his career in investment securities and financial planning in 1980. 
In 1988 Erik co-founded a securities brokerage firm where his responsibilities included managing qualified retirement plans and private client account relationships.  In 1995, he founded and managed a Registered Investment Advisory firm to provide fee based investment management and comprehensive retirement plan services. 

Erik’s responsibilities as the president of Retirement Plan Solutions now include providing Investment Advisory services to 401k and other corporate retirement plans, Employee 401k education services designed to help plan sponsors promote the highest levels of plan participation, and Wealth Management services to private clients.

Personal:
Erik currently lives on a small lake in Dousman, WI, and is a proud father of Josh and Jeremy, a proud grandfather to Eden Grace. 

Erik is a person of strong faith who has been especially active in community and church activities, and integrates his spirituality into his everyday life.

Credentials:
Series 6, 7, 22, 39, 62 and 65 Securities Representative Registrations
Accredited Investment Fiduciary®
Chartered Retirement Plans SpecialistSM
*Registrations are held with LPL Financial