Curtis Swenson is a registered investment advisor, based in Austin, TX, with 29 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Curtis is an independent insurance agent and an advisory representative of a registered investment advisor. He also serves as President of Wealth Management at Nesbit Financial and is a Registered Representative with Kestra Advisory Services, spending full-time hours between the two. Curtis also reviews and advises clients on life insurance needs through Crump Life Insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial Network Investment CorporationBroker
State Registrations16 states
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