Theodore
Swenson
Cwm, LLC
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About this Advisor
Theodore Swenson is a financial advisor based in Arvada, Colorado, working with Cwm, LLC. Theodore has previously held positions at Western Wealth Management, LLC, Ota, LLC, Lpl Financial, LLC, Cwm, LLC, Valorem Financial, Cetera Advisor Networks, and Carson Group Partners. Theodore has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Theodore is part of Cwm, LLC, which operates out of Arvada, Colorado. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Theodore Swenson Work History
Ota, LLC
Cwm, LLC
Valorem Financial
Cetera Advisor Networks
Carson Group Partners
Western Wealth Management, LLC
Western Wealth Management, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Theodore Swenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Foxboro, MA
Omaha, NE
Omaha, NE
Vineland, NJ
Fort Atkinson, WI
Kennewick, WA
Hastings, NE
Pittsburgh, PA
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