Shane Swanke
Senior Wealth Advisor at LPL Financial | St Paul, Minnesota, United States
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Shane Swanke, as a Senior Wealth Advisor at LPL Financial, brings a wealth of expertise in delivering comprehensive financial strategies tailored to meet the unique needs of high-net-worth individuals and families. In his current role, Shane leverages his deep understanding of investments, securities, and financial planning to help clients navigate complex market environments and achieve their long-term financial objectives. His strategic approach combines rigorous analysis with personalized advisory services, ensuring that each client’s portfolio aligns with their risk tolerance, liquidity needs, and legacy goals.
One of Shane’s key strengths lies in his ability to develop customized wealth management solutions that integrate investment management, estate planning, and tax-efficient strategies. He has successfully led numerous high-impact projects focused on optimizing asset allocation, mitigating risk, and enhancing portfolio performance. Shane’s expertise in securities and financial advisory services allows him to identify emerging opportunities and implement innovative strategies that drive growth and stability for his clients.
Beyond his technical skills, Shane excels in leadership and customer service, fostering strong relationships built on trust and transparency. His strategic planning capabilities and management experience enable him to coordinate multidisciplinary teams and deliver holistic financial solutions. At LPL Financial, Shane remains committed to staying abreast of industry trends and regulatory changes, ensuring his clients receive the most current and compliant advice. Overall, his dedication to excellence and client-centric approach make him a valuable asset in helping clients achieve financial security and peace of mind.
Senior Wealth Advisor at LPL Financial in December 2020 to Present
Investment Advisor Representative of Voya Financial Advisors, Inc. at Voya Financial Advisors in September 2001 to December 2020
Associate Registered Representative at Merrill Lynch in May 2000 to September 2001
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College for Financial Planning, Chartered Retirement Planning Counselor, October 2026
St. Cloud State University, October 1996 to October 2026
high school, October 1991 to October 1994
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Investments
Finance
Strategic Planning
Financial Planning
Financial Advisory
Sales
Securities
Management
Leadership
Customer Service
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Discover more about LPL FinancialWhat is Shane Swanke email address?
Email Shane Swanke at [email protected], [email protected] and [email protected]. This email is the most updated Shane Swanke's email found in 2026.
What is Shane Swanke phone number?
Shane Swanke phone number is (952)997-8900.
How to contact Shane Swanke?
To contact Shane Swanke send an email to [email protected], [email protected] or [email protected]. If you want to call Shane Swanke try calling on (952)997-8900. (updated on January 11, 2025)
What company does Shane Swanke work for?
Shane Swanke works for LPL Financial
What is Shane Swanke's role at LPL Financial?
Shane Swanke is Senior Wealth Advisor
What industry does Shane Swanke work in?
Shane Swanke works in the Financial Services industry.
Shane Swanke Email Addresses
Shane Swanke Phone Numbers
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