Garette Swanson
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Garette 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCApr 2026 to now
- Scottsdale Aquatic ClubSep 2024 to Mar 2026
- Desert Foothills AquaticsFeb 2023 to Sep 2024
- Marriott InternationalDec 2022 to Jul 2023
- Cave Creek School District 93Aug 2022 to Nov 2023
- Kim Courtney Swim SchoolAug 2020 to Jan 2023
- Marriott InternationalAug 2019 to Jul 2020
- UnemployedJun 2019 to Jul 2019
- Marriott InternationalFeb 2019 to May 2019
- Rip CurlOct 2018 to Feb 2019
- Is Business ServicesSep 2018 to Sep 2018
- UnemployedJun 2018 to Aug 2018
- LululemonJun 2017 to May 2018
- Univeristy of Hawaii At ManoaMay 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 8242551
- Firm CRD
- 6363