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Lindsey Danae Swanson

We Financial Group

Oakland, CA

San Francisco, CA

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Current Employers
We Financial Group

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

Oakland, CA • United States

447 Sutter St Suite 506 - 1493, San Francisco, CA 94108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pittenger & Anderson Inc Lincoln NE 05/2016 09/2017
Tci Wealth Advisors Reno NV 11/2017 04/2018
Schultz Financial Group Reno NV 05/2018 10/2018
Releve Financial Group Woodbury MN 10/2018 08/2020
Brightscape Investment Centers, Inc. Miami FL 08/2020 04/2021
Lindsey Swanson, Llc Whitethorn CA 10/2021 05/2023
Origin Financial San Francisco CA 06/2021 01/2022
Great Lakes Investment Management Whitethorn CA 04/2021 01/2022
Scoops Of Vanilla Whitethorn CA 07/2022 05/2023
Real Estate Wealth Planning Sunset Valley TX 09/2022 05/2023
Brio Financial Group San Francisco CA 05/2023 05/2025
We Financial Group, Llc San Francisco CA 06/2025 Present
  • 05/2016 → 09/2017
    Pittenger & Anderson Inc
    Lincoln, NE
  • 11/2017 → 04/2018
    Tci Wealth Advisors
    Reno, NV
  • 05/2018 → 10/2018
    Schultz Financial Group
    Reno, NV
  • 10/2018 → 08/2020
    Releve Financial Group
    Woodbury, MN
  • 08/2020 → 04/2021
    Brightscape Investment Centers, Inc.
    Miami, FL
  • 10/2021 → 05/2023
    Lindsey Swanson, Llc
    Whitethorn, CA
  • 06/2021 → 01/2022
    Origin Financial
    San Francisco, CA
  • 04/2021 → 01/2022
    Great Lakes Investment Management
    Whitethorn, CA
  • 07/2022 → 05/2023
    Scoops Of Vanilla
    Whitethorn, CA
  • 09/2022 → 05/2023
    Real Estate Wealth Planning
    Sunset Valley, TX
  • 05/2023 → 05/2025
    Brio Financial Group
    San Francisco, CA
  • 06/2025 → Present
    We Financial Group, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-28
  • S65 Uniform Investment Adviser Law Examination
    2016-09-28
Designations
Other Names
  • Lindsey Danae Swanson
  • Lindsey Danae Bartels

View on SEC IAPD

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