Isabella Grace Swanson

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-05-28

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

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

Organization	City	State	From	To
Creative Planning, Llc	Bloomington	MN	07/2023	05/2024
American Eagle Outfitters	Eden Prairie	MN	07/2019	01/2022
The Toro Company	Bloomington	MN	06/2022	01/2023
The Walt Disney Company	Orlando	FL	01/2023	05/2023
Olson Middle School/Thomas Jefferson High School	Bloomington	MN	09/2013	05/2020
University Of Wisconsin - Eau Claire	Eau Claire	WI	08/2020	05/2024
Carlson Capital Management	Bloomington	MN	06/2024	03/2025
Sequoia Financial Group, Llc	Akron	OH	04/2025	Present
University Of Wisconsin - Eau Claire	Eau Claire	WI	04/2022	06/2022

07/2023 → 05/2024

Creative Planning, Llc

Bloomington, MN
07/2019 → 01/2022

American Eagle Outfitters

Eden Prairie, MN
06/2022 → 01/2023

The Toro Company

Bloomington, MN
01/2023 → 05/2023

The Walt Disney Company

Orlando, FL
09/2013 → 05/2020

Olson Middle School/Thomas Jefferson High School

Bloomington, MN
08/2020 → 05/2024

University Of Wisconsin - Eau Claire

Eau Claire, WI
06/2024 → 03/2025

Carlson Capital Management

Bloomington, MN
04/2025 → Present

Sequoia Financial Group, Llc

Akron, OH
04/2022 → 06/2022

University Of Wisconsin - Eau Claire

Eau Claire, WI

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-03

Other Firms