Kevin Swanson (CRD# 2528342) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 29 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Onedigital Investment Advisors LLC | Morro Bay, CA | Jan 2024 - Current | < 1 |
Wealthsource Partners, LLC | Morro Bay, CA | Apr 2017 - Current | 7 |
Wealthsource Insurance Services, LLC | Morro Bay, CA | Apr 2017 - Current | 7 |
Apw Capital, Inc. | Morro Bay, CA | Jan 2018 - Dec 2023 | 5 |
Comprehensive Asset Management & Servicing, Inc. | Morro Bay, CA | Apr 2017 - Jan 2018 | < 1 |
Vellum Financial, LLC | Morro Bay, CA | Apr 2017 - Dec 2017 | < 1 |
Wealthsource Partners, LLC | San Luis Obispo, CA | Jan 2016 - Apr 2017 | 1 |
Wealthsource Insurance Services, LLC | San Luis Obispo, CA | Jan 2016 - Apr 2017 | 1 |
Comprehensive Asset Management & Servicing, Inc. | San Luis Obispo, CA | Feb 2012 - Apr 2017 | 5 |
Vellum Financial, LLC | San Luis Opispo, CA | Feb 2012 - Apr 2017 | 5 |
Swanson Financial Services | San Luis Obispo, CA | Jun 2004 - Jan 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1994 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
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
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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