Seth
Hiemstra

Swan Global Investments, LLC

CRD#7306112
Investment Advisor
in Portland, MI

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About this Advisor

Seth Hiemstra is a financial advisor based in Portland, Michigan, working with Swan Global Investments, LLC. Seth has previously held positions at Centennial Securities, Chervon North America, Kohls, Kfc, Home Schooled, Lakewood High School, Davenport University, Ycharts, Inc, Swan Global Investments, LLC, and Northern Lights Distributors, LLC. Seth has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Michigan. Currently, Seth is part of Swan Global Investments, LLC, which operates out of Portland, Michigan. The firm has 18 employees and manages assets totaling $2.1 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Swan Global Investments, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Portland, MI

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Swan Global Investments, LLC Brokerage Details

Total Assets Under Management

$2,105,953,989

MI Average: $2,349,664,866
Total Number of Employees

18

MI Average: 28
Total Number of Accounts

2,483

MI Average: 1,101
Average Account Size

$848,149

MI Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Seth Hiemstra Work History

2023 - Present (1 year)

Swan Global Investments, LLC

2023 - Present (1 year)

Northern Lights Distributors, LLC

2022 - 2023 (1 year)

Ycharts, Inc

2020 - 2022 (2 years)

Centennial Securities

2018 - 2020 (2 years)

Chervon North America

2017 - 2018 (1 year)

Kohls

2017 - 2020 (3 years)

Davenport University

2016 - 2017 (1 year)

Kfc

2016 - 2017 (1 year)

Lakewood High School

2013 - 2016 (3 years)

Home Schooled

Disclosures

Please visit the SEC profile of Seth Hiemstra 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 Swan Global Investments, LLC

David Lovell
Tampa, FL
Christian Swan
Durango, CO
Seth Hiemstra
Portland, MI
Zachary Noonan
Durango, CO
Patrick Stiefel
Durango, CO
Stephen Bogosian
Littleton, CO
Ethan Bates
Durango, CO

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