Seth
Hiemstra

Swan Global Investments, LLC

CRD#7306112
Investment Advisor
in Portland, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Patrick Stiefel
Durango, CO
Seth Hiemstra
Portland, MI
Zachary Noonan
Durango, CO
Ethan Bates
Durango, CO
Jeffrey Thomas
Milton, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started