Allison Raez Swanson

Current Employers

Employment History

• 03/2023 → 12/2023
  David Park
  Schaumburg, IL
• 10/2022 → 02/2023
  Aafes
  Kadena Air Base
• 06/2020 → 08/2022
  Navy Federal Credit Union
  Vienna, VA
• 09/2022 → 09/2022
  Unemployed
  Buford, GA
• 05/2018 → 11/2019
  Perspecta
  Chantilly, VA
• 11/2019 → 05/2020
  Unemployed
  Buford, GA
• 03/2017 → 05/2018
  Rescare Inc
  Waiaphu, HI
• 08/2016 → 03/2017
  Unemployed
  Buford, GA
• 02/2023 → 03/2023
  Unemployed
  Buford, GA
• 12/2023 → 09/2024
  Northwestern Mutual Investment Services Llc
  Schaumburg, IL
• 12/2023 → 09/2024
  Jonathan Dickinson
  Schaumburg, IL
• 12/2023 → 06/2024
  Cameron Mager
  Schaumburg, IL
• 12/2023 → 09/2024
  David Park
  Schaumburg, IL
• 12/2023 → 09/2024
  Christopher Ellensohn
  Schaumburg, IL
• 11/2024 → Present
  Sageview Advisory Group
  Deer Park, IL
• 08/2021 → Present
  Coach A Softball Stars
  Wheeling, IL
• 11/2024 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Creative Planning, Llc
  Deer Park, IL

Previous Registrations

• 2025-04-15 → 2026-03-08
  Creative Planning Institutional Advisors, Llc
  Deer Park, IL
  Newport Beach, CA

Other Businesses

NAME OF OTHER BUSINESS:COACH A SOFTBALL STARS INVESTMENT RELATED: NO ADDRESS: 184 SHEPARD AVE WHEELING IL 60090 NATURE OF BUSINESS: SPORT START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDING PRIVATE SOFTBALL PITCHING LESSONS

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-09

Designations

Other Names

• Allison Raez Swanson
• Alli Swanson
• Allison Grace Raez