Nicholas Peter Swanson
Investment adviser representative at Mcm Wealth
26 yearsExperience
2 statesRegistered in
$170.8MFirm assets
4 yearsFirm in business
Are you Nicholas Peter Swanson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Mcm WealthJul 2026 to now
- SavvyAug 2025 to Jul 2026
- Empower Advisory Group, LLCApr 2023 to Aug 2025
- Personal Capital Advisors CorporationMay 2022 to Apr 2023
- UnemployedJan 2022 to May 2022
- Wood River EnergyAug 2021 to Jan 2022
- Fisher InvestmentsDec 2019 to Jul 2021
- Austin WagnerSep 2018 to Nov 2019
- Northwestern Mutual Wealth Management CompanyAug 2018 to Sep 2018
- Northwestern Mutual Investment Services LLCNov 2017 to Sep 2018
- Northwestern Mutual Life Insurance CompanyJun 2015 to Sep 2018
- StudentMay 2000 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Mcm Wealth
Legal name: Marin Capital Management, LLC
$170.8MAssets managed
85Clients
3Advisers
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
- 6500770
- Firm CRD
- 136075