Ian Michael Swanson
Investment adviser representative at Smart Wealth, LLC
11 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Smart Wealth, LLCMar 2026 to now
- Retire SmartJan 2026 to now
- Office of U.S. Senator Pete RickettsFeb 2023 to Dec 2025
- Iheartmedia/news Radio KfabAug 2021 to Feb 2023
- Nebraska Farm BureauFeb 2021 to Aug 2021
- Ben Sasse for U.S. Senate Inc.Nov 2019 to Nov 2020
- Office of U.S. Senator Ben SasseAug 2018 to Feb 2021
- 94.5 Fm 1420 Am the AnswerApr 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 8237149
- Firm CRD
- 315496