Paul Thomas Swenson
Investment adviser representative at Dynamic
11 yearsExperience
4 statesRegistered in
$5.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- DynamicSep 2023 to now
- Dynamic Wealth Advisors dba Swenson Hughes Wealth ManagementSep 2023 to now
- Swenson Hughes Wealth Management, LLCSep 2023 to now
- Goldman Sachs Personal Financial ManagementFeb 2015 to Sep 2023
- United Capital Financial Advisers, LLCJan 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (AZ, OR, VT, WA).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5319408
- Firm CRD
- 151367