Erik A. Swenson, AIF®, CRPS®, PPC®

Erik A. Swenson, AIF®, CRPS®, PPC®

Principal, President

Tenure:

Erik is the founder of Retirement Plan Solutions. He has held the roles of President and Principal since forming 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.

Professional Background:

Erik became a Registered Representative and a Registered Principal as he began his career in investment securities and financial planning in 1980.

In 1988, he co-founded a securities brokerage firm in which he was responsible for identifying and providing services to an increasing range of private client and employer sponsored retirement plan relationships. In 1995, he founded and added a Registered Investment Advisory firm to compliment his prior capabilities which allowed him to provide fee-based employer sponsored retirement plans and private client investment management solutions.

Erik’s responsibilities today include coordinating the focus and direction of RPS with his business partner Carol, participating in and/or supporting the continued delivery of the multi-tiered suite of Investment Advisory services to the employer sponsored retirement plans RPS serves, continually redefining and assisting in the delivery of the complete suite of services RPS provides to Wealth Management clients, identifying additional strategic financial professionals to expand the breadth and depth of RPS’ capabilities, and developing new client relationships.

Personal:

Erik has lived on a beautiful lake in western Waukesha county for over 20 years. He is the proud father of Josh and Jeremy and the proud grandfather of Eden Grace and Henry Alan. Erik is also especially grateful to be sharing life with his wife Damaris, his 3 stepchildren Josseling, Marling and Adrian, and his newest grandson, Fabian.

Erik’s passion for life is genuine and sincere and is rooted in a deep faith and commitment to be of assistance to others. Erik created RPS in this image, and he could not be more grateful for the team of caring experts he works with each day, or of the ever-expanding ways the RPS team positively influences 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 Consultant®
State of Wisconsin Life, Health and P&C Insurance License

CLICK HERE to return to the RPS Team Members page