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Allison Raez Swanson is a financial advisor professional located in Deer Park, IL. They specialize in financial advisory.
Allison Raez Swanson - Creative Planning holds an active professional license (FINRA CRD) for your protection.
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Allison Raez Swanson operates Creative Planning, a financial advisory practice based in Deer Park, IL. She holds a FINRA CRD registration, which governs her work in securities and investment advice. Her practice focuses on financial planning and advisory services for clients seeking professional guidance on their financial decisions and investment strategies.
Allison Raez Swanson's FINRA CRD registration means she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisers in the United States. This registration indicates she is authorized to conduct securities transactions and provide investment advice, subject to FINRA's rules and ongoing compliance requirements. Clients working with a FINRA-registered advisor benefit from regulatory oversight and the requirement that the advisor maintain professional standards in their practice.