Richard Swensson (CRD# 6244247) is an Investment Advisor Representative working at Merriwether Investments, Inc. in Laguna Beach, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United States Federal Reserve | Richmond, VA | Sep 2022 - Current | 1 |
| Merriwether Investments, Inc. | Laguna Beach, CA | Jul 2020 - Current | 3 |
| Axis Technology LLC | Laguna Beach, CA | Aug 2017 - Jun 2020 | 2 |
| Decimus Capital Markets | New York, NY | May 2017 - Jul 2017 | < 1 |
| Katapult Inc. | New York, NY | Sep 2016 - Apr 2017 | < 1 |
| Decimus Capital Markets | New York, NY | Jul 2015 - Aug 2016 | 1 |
| Lodestar Securities Corp. | New York, NY | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- IL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$124,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, IL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.