Paul Wayne Swanson

Current Employers

Panoramic Financial Management

Burnsville, MN • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2016-11-30

MN RA
APPROVED

Since 2016-11-30

Branch Locations

Burnsville, MN • 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

Organization	City	State	From	To
Paul Swanson Cpa	Burnsville	MN	09/2016	Present
Procentive.COm, Inc.	Hudson	WI	10/2016	Present
Swanson, Paul Wayne Dba Panoramic Financial Management	Burnsville	MN	10/2016	Present

09/2016 → Present

Paul Swanson Cpa

Burnsville, MN
10/2016 → Present

Procentive.COm, Inc.

Hudson, WI
10/2016 → Present

Swanson, Paul Wayne Dba Panoramic Financial Management

Burnsville, MN

Previous Registrations

2015-12-15 → 2016-10-14

Carlson Capital Management, Llc

Northfield, MN
2014-01-29 → 2015-12-31

Carlson Capital Management

Northfield, MN

Other Businesses

(1) 2016Present: Paul Swanson CPA/Not investment related/Burnsville, MN/Tax & Accounting Practice/Owner & Accountant/Involves up to 15% time each month, including during traditional business hours.//(2) Procentive.com, Inc./Not investment related/Hudson, WI/Software company/Director of Finance & Administration/Involve up to 65% time each month, including during business hours.//(3) 2007Present: Topel Foreman LLC/Not investment related/Chicago, IL/CPA firm/Tax Manager/Involves up to 10% time each month, including during business hours.//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-08-27

S65 Uniform Investment Adviser Law Examination

2001-08-27

Designations

Other Names

Paul W. Swanson

View on SEC IAPD