Swenson Financial
Levi L. Swenson
Financial Advisor|MBA, CLTC®
Personal
Levi Swenson is a seasoned financial advisor with over a decade of experience helping individuals and families build intentional, values-driven financial futures. A North Salt Lake native, Levi earned both his undergraduate degree in finance and his MBA from Southern Utah University, where he also competed as a Division I baseball player. It was at SUU that he met his wife, Michelle, a member of the university’s cheer team.
Levi began his career with Northwestern Mutual through its nationally recognized internship program, where he distinguished himself as one of the top interns in the western United States. Since transitioning to full-time in 2012, Levi has dedicated himself to a planning philosophy built on advocacy, clarity, and partnership. He believes in walking alongside his clients—not just advising from a distance—helping them organize their financial lives and take confident, purpose-driven steps toward the future they envision.
Today, Levi leads a thriving practice that reflects his core mission: to help people gain a clear path toward an amazing financial future. He and Michelle live in St. George, Utah with their three children, where Levi continues to balance his professional impact with a deep commitment to family and community.
Professional
Levi Swenson is a distinguished financial advisor with Northwestern Mutual, known for building a values-driven practice centered on long-term relationships, thoughtful planning, and client advocacy. Over the course of more than a decade, Levi has helped hundreds of individuals, families, and business owners clarify their vision for the future and take meaningful, strategic steps to make that vision a reality.
A five-time Forum qualifier—an honor reserved for the top tier of Northwestern Mutual advisors nationwide—Levi is recognized not only for his consistent performance, but for the trust and impact he cultivates with each client. His approach is holistic, intentional, and grounded in the belief that financial success begins with understanding what matters most to the individual or family at the heart of the plan.
In addition to his personal practice, Levi has taken on progressive leadership roles within the firm. He began as a College Unit Director, mentoring college interns entering the financial services industry, then advanced to Field Director, supporting the development of new full-time representatives. Today, he serves as Growth & Development Director, where he leads recruiting, training, and coaching efforts to elevate the next generation of advisors—helping them build meaningful, client-centered practices of their own.
Levi has also been a featured speaker at Northwestern Mutual’s Western Regional Meeting, sharing how a client-first mindset and disciplined planning can drive both business success and deep personal fulfillment. He remains deeply committed to serving his clients with excellence, integrity, and a long-term view of their success.
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.
