Unclaimed
Grant Matthew Swanson is a financial advisor who has been registered with the SEC since 2025. Grant is currently registered with Thrivent Investment Management Inc. Grant is also registered in California and Texas. Grant has passed the Series 66 exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/28/2025 - Present
Thrivent Investment Management Inc. (Goleta CA)
Active
Inactive
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