Theodore Swenson is a CFP-designated registered investment advisor, based in Centennial, CO, with 28 years of industry experience.
Location
8310 S Valley Hwy, Centennial, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore is an investment advisory representative for CWM, LLC, a wealth advisor for Carson Group Partners, and co-founder of Valorem Financial, dedicating full-time hours to these activities. He also sells fixed insurance products, including life, annuities, and long-term care, and owns rental real estate leased to Valorem Financial, requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 states
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