Sean
Swanson
Smart Wealth, LLC
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About this Advisor
Sean Swanson is a financial advisor based in Omaha, Nebraska, working with Smart Wealth, LLC. Sean has previously held positions at Ameritas Investment Corp, Woods Abbott, Ameritas Life Insurance Corp, Professional Musician, New York Life, The Leaders Group, Inc, Element Insurance Partners, New York Life Insurance Co, Nylife Securities LLC, and Smart Wealth. Sean has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Colorado, Florida, Iowa, Nebraska, South Carolina, and Texas. Currently, Sean is part of Smart Wealth, LLC, which operates out of Omaha, Nebraska. The firm has 35 employees and manages assets totaling $302.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Smart Wealth, LLC includes asset-based and other fees.
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Smart Wealth, LLC Brokerage Details
$302,935,897
35
2,710
$111,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sean Swanson Work History
Smart Wealth
Professional Musician
New York Life Insurance Co
Nylife Securities LLC
The Leaders Group, Inc
Element Insurance Partners
New York Life
Ameritas Investment Corp
Woods Abbott
Ameritas Life Insurance Corp
Disclosures
Please visit the SEC profile of Sean Swanson 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 Smart Wealth, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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.
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