Alex M. Swainsbury, CFP<sup>&reg;</sup> - Financial Advisor

Alex M. Swainsbury, CFP®

RICP®, CLTC®

Principal & Wealth Management Advisor

Swainsbury Wealth Management

8621 E 21st St N, Ste 150
Wichita, KS 67206-2991
FINANCIAL ADVISOR'S WEBSITE
(316) 266-5080 CONNECT WITH Alex
  • linkedin link

General

Alex Swainsbury is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Swainsbury Wealth Management in Wichita, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Kingdom Advisor® (CKA®)

Insurance Licenses

  • Life insurance: KS, AZ, AR, CA, CO, FL, GA, MD, MA, MI, MO, NE, NY, NC, OH, OK, OR, TX, UT, VA, WA
  • Health/disability insurance: KS, AZ, AR, CA, CO, FL, GA, MD, MA, MI, MO, NE, NY, NC, OH, OK, OR, TX, UT, VA, WA
  • Fixed annuities: KS, AZ, AR, CA, CO, FL, GA, MD, MA, MI, MO, NE, NY, NC, OH, OK, OR, TX, UT, VA, WA
  • Variable annuities: KS, AZ, AR, CA, CO, FL, GA, MD, MA, MI, MO, NE, NY, NC, OH, OK, OR, TX, UT, VA, WA

Broker-Dealer Affiliation

Northwestern Mutual
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances

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