Broker Check
Erik A. Swenson, AIF®, CRPS®, PPCTM

Erik A. Swenson, AIF®, CRPS®, PPCTM

President

Tenure:
Erik has been the President and Principal of Retirement Plan Solutions since he formed RPS in 2004 and he is especially grateful to have thrived in all the manners important to him within his life since he began his career as a financial industry professional in 1980.

Professional Background:
Erik became a Registered Representative and a Registered Principle as he began his career in investment securities and financial planning in 1980. 

In 1988 he co-founded a securities brokerage firm, within which his responsibilities included providing private client qualified retirement plans and 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 today include coordinating the focus and direction of RPS with his business partner Carol, participating in the continued delivery of the multi-tiered suite of Investment Advisory services to the employer sponsored retirement plans we serve and to providing the complete suite of services we’ve designed and consistently deliver to the Wealth Management clients RPS serves.

Personal:
Erik has lived on a beautiful lake in western Waukesha county for over 20 years. He is a proud father of Josh and Jeremy, a proud grandfather to Eden Grace and Henry Alan and he feels equally blessed to be sharing life with his 3 stepchildren Josseling, Marling and Adrian.

Erik is a person whose passion and grounded-ness is as deeply rooted as his faith and commitment to be of assistance to others. RPS has been created in this image and Erik could not be more grateful for the team of caring experts he works with or of the ever-expanding opportunities RPS experiences to positively influence the lives of others in each new day.

Credentials:
Series 6, 7, 26, 39, 62 and 63 held through IFP Securities, LLC, dba Independent Financial Partners (IFP)
Series 65 held through IFP Advisors, LLC, dba Independent Financial Partners (IFP)
Accredited Investment Fiduciary®
Chartered Retirement Plans Specialist®
Professional Plan ConsultantTM