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Swanson Group
at Graystone Consulting
at Graystone Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
Suite 320
West Des Moines, IA 50266
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
toll free: 866-527-3897
fax: 515-327-4801
Group Details
Keith Swanson, CIMA®
Senior Vice President - Investments
Senior Institutional Consultant
Senior Institutional Consultant
tel: 515-327-4808
toll free: 866-527-3897
fax: 515-327-4801
Professional Details
- Financial Advisor at Smith Barney Since 1973
- Certified Investment Management AnalystSM, CIMA® since 1996
- Senior Institutional Consultant Since 1992
- BS in Economics, 1973
Iowa State University - Past President of Variety Club of Iowa
- Series 3, 7, 63 & 65 Licensed
Keith Swanson, CIMA® is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, TN, TX, VA, WA, WI
Richard A. Stachon, CIMA®
Senior Vice President - Investments
Citigroup Institutional Consulting
Citigroup Institutional Consulting
tel: 515-327-4821
toll free: 866-527-3897
fax: 515-327-4801
Professional Details
- Financial Services Industry Since 1986
- Series 3, 7, 8 & 65 Licensed
- MBA, 1984
Creighton University
Graduated with Honors - BA, 1980
Utah State University - Football Scholarship
3 Year Letter Winner
All PCAA 1980
Free Agent with the Oakland Raiders
Richard A. Stachon, CIMA® is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, MI, MN, MO, MT, NE, NJ, NY, OH, OK, PA, TX, VA, WA, WI
Meredith Swanson
Second Vice President - Wealth Management
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
Professional Details
- Financial Services Industry since 2002
- Certified Investment Management AnalystSM, CIMA® since 2009
- Accredited Investment Fiduciary, AIF
- Certified Divorce Financial Analyst™, CDFA™
- BS - International Business
Marquette University - Series 3, 7, 31, 63 & 65 Licensed
- Life & Health Insurance Licensed
Meredith Swanson is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, SC, TX, VA, WA, WI
Alan J. Beck, CFP®
Financial Advisor
tel: 515-327-4822
toll free: 866-527-8397
fax: 515-327-4801
Professional Details
- Financial Services Industry since 1989
- CERTIFIED FINANCIAL PLANNER™ Certification, 1992
CFP® Board - MBA, 1983
Drake University - BS, 1978
Iowa State University - Series 3, 7, 31, 63 & 65 Licensed
Variable Annuity, Health & Life Insurance Licensed
Alan J. Beck, CFP® is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, IL, KS, MI, MN, MO, MT, NE, NJ, NY, OH, OK, TX, VA, WA, WI
Stephanie Tielbur
Financial Advisor
tel: 515-327-4826
toll free: 866-527-3897
fax: 515-327-4801
Professional Details
- Financial Services Industry since 1989 with Emphasis in Lending
- BBA - Finance, 1989
Iowa State University - Series 7, 31 & 66 Licensed
- Health and Life Insurance Licensed
Stephanie Tielbur is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, TX, VA, WA
Robert D. Chleborad, CFA
Financial Advisor
tel: 515-327-4817
toll free: 866-527-3897
fax: 515-327-4801
Professional Details
- Financial Services Industry since 1994
- MBA, BBA - Finance
- Association for Investment Management & Research (AIMR)
Member - Iowa Society for Financial Analysts (ISFA)
Member - Series 7, 63, 65 & 31 Licensed
- Life & Health Insurance Licensed
Robert D. Chleborad, CFA is licensed in the following state(s): AK, AR, AZ, CA, CO, CT, FL, HI, IA, IL, KS, MN, MO, MT, NE, NJ, NY, OH, TX, VA, WA
Dan Berggren
Institutional Consulting Analyst
tel: 515-327-4816
fax: 515-327-4801
Professional Details
- Experience in the Financial Services Industry since 1998
- Series 7, 63 & 65 Licensed
- BS - Marketing, 1998 Marist College
Jason Topp
Institutional Consulting Analyst
tel: 515-327-4818
fax: 515-327-4801
Professional Details
- Experience in the Financial Services Industry since 2005
- Series 7 & 63 Licensed
- BA - Management
with Emphasis in Finance, 2005
Buena Vista
Michelle Baedke
Registered Associate
tel: 515-327-4805
fax: 515-327-4801
Professional Details
- Experience in the Financial Services Industry since 1994
- Series 7, 24, 63 & 65 Licensed
Tracy Sabus
Client Service Assistant
tel: 515-327-4825
fax: 515-327-4801
Professional Details
- Experience in the Financial Services Industry since 1989
- BBA - Management, 1989 Iowa State University
Ashley Peter
Client Service Associate
tel: 515-327-4823
fax: 515-327-4801
Professional Details
- Experience in the Financial Services Industry since 2005
- Associate of Science - Business Administration (DMACC)
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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