Broker Check
Chris Swenson, CFP

Chris Swenson, CFP

Owner, Financial Planner & Advisor

I absolutely thrive on working with people. Give me a room, and in no time, I'll have gotten to know everyone in it. Connecting individuals and bringing them together to mutually support and uplift each other mutually is a true passion of mine. Naturally, applying this to the world of financial services feels like the perfect fit. Plus, I've always had a natural inclination toward math and numbers, which further enhances my ability to serve others in this field.

I graduated from the University of Missouri-St. Louis back in 1994, and shortly after, I began my journey in the financial business with a local bank. In 1996, I joined Edward Jones as a Financial Advisor, establishing a branch in the Chesterfield/Town & Country Missouri area. I had the privilege of staying there until 2013, witnessing considerable growth and success in my practice. Then, in July of 2013, I decided to join Cornerstone Wealth Management/LPL Financial. This move allowed me to serve the needs of my clients more comprehensively, with the ability to assist from multiple locations.

Over the years, I have served on the Salvation Army Midland Division Advancement Committee, Advisory Board, and the Central Territory Investment Advisory Board. Additionally, I have had the privilege of serving as Vice President for the Chamber of Commerce in Town & Country.

In my free time, you can usually find me fishing, hunting, or enjoying a hockey game with my wife Mary, and our three sons: Blake, Brandon, and Logan. We absolutely love boating, especially at Lake of the Ozarks, where we can soak up the sun and create unforgettable memories together. I have been actively involved as a coach for local hockey and baseball teams, fostering the growth and development of young athletes. I was honored to serve on the Board of Directors for the St. Peters Spirit Hockey Team, which covers all of St. Charles County and stands as one of the largest hockey clubs in Missouri.