Lindsey Swanson has been an investment adviser representative at We Financial Group since July 2025, and is not listed among the firm’s executive officers or direct owners.
We Financial Group LLC is a San Francisco, CA firm with $127M under management, 140 clients and 4 advisers in one office, as of its April 2026 filing.
Lindsey Swanson is Financial Planning Specialist of We Financial Group. Swanson previously ran a firm for three years.
Lindsey Swanson’s longest registration was 1 year at Brio Financial Group (2023–2025). Before joining We Financial Group in 2025, Lindsey Swanson was registered through Brio Financial Group and Real Estate Wealth Planning.
- Brio Financial Group– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 289889
- Real Estate Wealth Planning– · under a yearWhitethorn, CA · Adviser representative · Firm CRD 311106
- Stripper Financial Planning– · 1 yearWhitethorn, CA · Adviser representative · Firm CRD 317578
- Origin Financial– · under a yearWhitethorn, CA · Adviser representative · Firm CRD 305353
- Great Lakes Investment Management, LLC– · under a yearWhitethorn, CA · Adviser representative · Firm CRD 286157
- Brightscape Investment Centers– · under a yearWhitehorn, CA · Adviser representative · Firm CRD 129597
- Pittenger & Anderson Inc– · under a yearLincoln, NE · Adviser representative · Firm CRD 111033
Professional designations
Listed by We Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lindsey Swanson is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 2 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lindsey Danae Swanson
- CRD
- 6256916
- Firm
- We Financial Group · CRD 298549
- Office
- Oakland, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefinancial.group
Where does Lindsey Swanson work?
Lindsey Swanson is an investment adviser representative registered through We Financial Group LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lindsey Swanson a financial advisor?
Yes. Lindsey Swanson has a current investment-adviser registration in California, through We Financial Group since July 2025.
How many years of experience does Lindsey Swanson have?
Lindsey Swanson has 6 years in the financial industry, since January 2020, across 8 adviser firms.
What exams has Lindsey Swanson passed?
Lindsey Swanson passed the Series 65 in September 2016.
Where did Lindsey Swanson work before We Financial Group?
Before We Financial Group, Lindsey Swanson was registered through Brio Financial Group, May 2023 to April 2025; Real Estate Wealth Planning, November 2022 to August 2023; Stripper Financial Planning, December 2021 to June 2023; Origin Financial, June 2021 to January 2022; Great Lakes Investment Management, LLC, April 2021 to January 2022; Brightscape Investment Centers, October 2020 to June 2021; Pittenger & Anderson Inc, September 2016 to September 2017.
Where is Lindsey Swanson based?
Lindsey Swanson’s registered office is in Oakland, CA.
Is Lindsey Swanson registered with FINRA?
No. Lindsey Swanson has no current broker registration.
Is Lindsey Swanson a CFP?
We Financial Group lists Lindsey Swanson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lindsey Swanson’s record?
Search CRD 6256916 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsey Swanson’s full registration record.
