Swenson Financial
Levi L. Swenson
Financial Advisor|MBA, CLTC®
Personal
Levi Swenson grew up in North Salt Lake, Utah and then attended the Southern Utah University to pursue a degree in finance and play Division I baseball. In 2010, Levi married the former Michelle Hughes, with whom he attended college. Michelle cheered for Southern Utah. Levi went on to receive his Masters degree in Business Administration at Southern Utah University in May of 2012. Levi joined Northwestern Mutual in 2012 as part of the prestigious internship program and finished as a top intern in the western half of the country in 2011! Upon graduation, Levi converted to a full-time financial representative. Outside of work, Levi and Michelle reside in St. George and have three children.
Professional
Levi Swenson started his career with Northwestern Mutual as a College Financial Representative in Cedar City, Utah. While in the internship program Levi was named Intern of the Year in his office.
Levi Swenson started as a full-time financial representative upon graduation from Southern Utah University. Within his first six months of his full-time contract, he achieved Pacesetter First 40 which marked his first success as a full-time representative. In 2012, he received the New Financial Representative - Bronze award, which was a personal benchmark for him in his first year as a Financial Representative. Levi has continued to achieve other honors such as the Silver and Gold award in 2013 and 2014.
In 2014, Levi Swenson was nominated into the leadership development program at Northwestern Mutual as a College Unit Director. As a CUD he helped train and coach college interns and mentor them when they would join the firm after graduation. In 2016, Levi increased his leadership responsibilities and became a Field Director. He now helps train and mentor all new financial representatives.
In March of 2016, Levi spoke to Northwestern Mutual Financial Representatives at the annual Western Regional Meeting. Levi addressed how he built a successful practice through putting his client’s needs first.
Years of Experience
Representing Northwestern Mutual since 2010.
Education
Southern Utah University, Business Administration (BS)
Southern Utah University, Business Administration (MBA)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
