Joe Swanson

Financial Advisor


Joe Swanson has worked with over 100 employers regarding their plans ranging from startup companies to long established Midwestern Businesses. His background in business and corporate retirement planning and implementation helps employers manage their Nonqualified Deferred Compensation, 401(k), Pension and ESOP Plans.

Swanson first started in the Financial Services business with Principal® in the Summer of 2003.

Education & Credentials:

His past professional activities include the Minneapolis Chamber of Commerce Small-business Committee and the Minnesota State Colleges and Universities (MnSCU), Trustee where he served as the treasurer of MnSCU Board.


Joe resides in Plymouth, MN with his wife Zoe and their two children and serves on community and industry boards.

Phone 952-277-4259
Fax 855-472-0574
Mobile Phone 952-239-4808