Samuel Kessler Swenson
Investment adviser representative at Range Advisory, LLC
10 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Range Advisory, LLCSep 2023 to now
- Range Finance IncAug 2023 to now
- Cgn Advisors, LLCMay 2019 to Aug 2023
- Preparing To Start Financial Planning PracticeJan 2019 to May 2019
- Wells Fargo Advisors LLCFeb 2016 to Jan 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 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
- 5681293
- Firm CRD
- 321969