Swenson Wealth

Finance · South Dakota, United States · 1-10 Employees

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Overview

Headquarters

5002 S Broadband Ln Ste 110, Sioux Falls...

Phone Number

(605) 274-8707

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Swenson Wealth

We're driven to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can result in financial health, clarity, and security. Our foundation for success at Swenson Wealth Management is an unyielding commitment to our clients that leads to lifelong relationships. Swenson Wealth Management arms investors with custom-tailored investment strategies that can help meet short and long-term needs. We provide full transparency through our separately managed accounts. Our goal at Swenson Wealth Management is to help our clients realize their financial dreams through creative solutions in an open and transparent process that can incorporate both financial and insurance* solutions to help achieve financial independence. As a fiduciary, we're legally obligated to put our clients' interests first. We help empower our clients to navigate today's complex financial world with customized plans that fit their personal, family, and business needs. *IRead more
Popular SearchesSwenson WealthSwenson Wealth Management, Inc - Mark Kontz & Trav...Swenson Wealth ManagementMark Kontz Travis Krueger Swenson Wealth Managemen...SwensonSIC Code 62,628NAICS Code 52,523Show more

Swenson Wealth Org Chart

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swenson Wealth

<$5M
1-10
Private
-
-
BS
Brady SmidtFinancial Advisor
<$5M
1-10
Private
-
2010
Michael Cratty, President & Investment Advisor & Representative at Cratty & Swanson Advisors
Michael CrattyPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
-
WM
William McLaughlinOwner and Principal (Inferred)
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
<$5M
2011
WW
Whitney WilsonOffice Administration & Enhanced Planning Services Lead
<$5M
1-10
Private
-
2004
MA
Melissa ArrindellDirector, Operations
<$5M
1-10
Private
-
-
CD
Craig DicksonFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Swenson Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swenson Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swenson Wealth.

Swenson Wealth Tech Stack

A closer look at the technologies used by Swenson Wealth

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Frequently Asked Questions Regarding Swenson Wealth

What is Swenson Wealth's official website?
Swenson Wealth's official website is www.swensonwealth.com
What is Swenson Wealth's Revenue?
Swenson Wealth's revenue is <$5 Million
What is Swenson Wealth's SIC code?
Swenson Wealth's SIC: 62,628
What is Swenson Wealth's NAICS code?
Swenson Wealth's NAICS: 52,523
How many employees does Swenson Wealth have?
Swenson Wealth has 1-10 employees
What industry does Swenson Wealth belong to?
Swenson Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Swenson Wealth competition?
Swenson Wealth top competitors include: Soard Financial Management, Investment Executives Capital Advisory Group, McLaughlin Wealth Management, Capital Financial Services
What technology does Swenson Wealth use?
Some of the popular technologies that Swenson Wealth uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Swenson Wealth?
Swenson Wealth contact info: Phone number: (605) 274-8707 Website: www.swensonwealth.com
What does Swenson Wealth do?

We're driven to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can result in financial health, clarity, and security. Our foundation for success at Swenson Wealth Management is an unyielding commitment to our clients that leads to lifelong relationships. Swenson Wealth Management arms... investors with custom-tailored investment strategies that can help meet short and long-term needs. We provide full transparency through our separately managed accounts. Our goal at Swenson Wealth Management is to help our clients realize their financial dreams through creative solutions in an open and transparent process that can incorporate both financial and insurance* solutions to help achieve financial independence. As a fiduciary, we're legally obligated to put our clients' interests first. We help empower our clients to navigate today's complex financial world with customized plans that fit their personal, family, and business needs. *Insurance offered through Swenson Wealth Management.Read More

Is Swenson Wealth a public company?
Swenson Wealth is private company therefore does not currently have an official ticker symbol
See more information about Swenson Wealth

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