Stephen Mark Swensen
Investment adviser representative at Ignite Planners LLC
13 yearsExperience
2 statesRegistered in
$1.1BFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Prestige Wealthwide, LLCAug 2024 to now
- Ignite Planners LLCMar 2023 to now
- Atlas Investment ManagementSep 2022 to Mar 2023
- Carson Group Investing, LLCAug 2022 to Oct 2022
- Cwm, LLCAug 2022 to Sep 2022
- Carson WealthMar 2022 to Mar 2023
- Olympus Wealth ManagementOct 2021 to Mar 2022
- Foresight Wealth ManagementSep 2018 to Sep 2021
- DmbaAug 2014 to Aug 2018
- Deseret Mutual Benefit AdministratorsAug 2013 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Ignite Planners LLC
$1.1BAssets managed
4,610Clients
25Advisers
8 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
- 7457226
- Firm CRD
- 289797