Erin Michele Swanson
Investment adviser representative at BPS Capital Management, Inc.
17 yearsExperience
1 stateRegistered in
CFADesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- BPS Capital Management, Inc.Jan 2013 to now
- Self-employedJan 2009 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
BPS Capital Management, Inc.
$3.1BAssets managed
72Clients
3Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7226727
- Firm CRD
- 120006