Gregory Kenneth Swanson
Investment adviser representative at Onedigital
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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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 feePerformance-based
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
18 years in the industry.
- OnedigitalJul 2024 to now
- Onedigital Investment Advisors LLCJul 2024 to now
- Asi Wealth Management & Consulting ServicesDec 2017 to Dec 2024
- Columbia River AdvisorsSep 2016 to Nov 2017
- University of Puget SoundSep 2008 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 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
- 5538231
- Firm CRD
- 106766