Michael James Swenson

Current Employers

Employment History

• 05/1993 → 10/2025
  Mennenga Tax & Fin. Svcs
  Madison, WI
• 06/2010 → 10/2025
  Woodbury Financial
  Woodbury, MN
• 09/2016 → 10/2025
  Harbour Investments, Inc
  Madison, WI
• 10/2025 → Present
  Merit Financial Advisors
  Madison, WI
• 12/2025 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2016-10-25 → 2025-11-03
  Harbour Investments, Inc.
  Madison, WI

Other Businesses

1. Merit Financial Advisors. Investment related. At registered location. RIA. Financial advisor. Start date: 10/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. Start date: 10/2025. 10 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. LSMS Properties LLC. Not investment related. 5882 Woodland Drive, Waunakee, WI 53597. Real estate rental. Owner. Start date: 10/2025. 5 hrs/month; none during trading hours. Rental properties 4. Merit Tax Advisors. Investment related. At registered location. CPA/Accounting. Tax advisor. Start date: 10/31/2025. 40 hrs/month; 40 during trading hours. Prepare individual, business, trust and estate tax returns including year round tax planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-12
• S63 Uniform Securities Agent State Law Examination
  1992-10-22

Other Names

• Michael Swenson