The Swanson Financial Group

The Swanson Financial Group (CRD# 164869) is a financial advisory firm headquartered in , . They manage $26,010,603 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $376,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Swanson Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Kurt Swanson, financial advisor San Diego CA
Kurt E. Swanson
CRD#: 2606920
San Diego, CA

Kurt Swanson (CRD# 2606920) is an Investment Advisor Representative working at The Swanson Financial Group in San Diego, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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