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Stephen Mark Swensen

Ignite Planners LLC

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About Stephen Mark Swensen

Stephen Mark Swensen is an investment advisor representative associated with Ignite Planners LLC and Prestige Wealthwide, LLC. Stephen holds a Series 65 license and has been in the industry since 2014. Stephen is registered as an Investment Advisor Representative in California, Colorado, Idaho, Texas, and Utah. Stephen has experience with financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen works with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm provides advisory services on a fixed fee, percentage of assets, and performance-based fee basis.

Firm Information

Stephen Swensen is currently registered with Ignite Planners LLC. Ignite Planners LLC is a Registered Investment Advisor (RIA) headquartered in SAN CLEMENTE, CA with a total of 3892 client accounts and approximately $941,775,371 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ignite Planners LLC serves a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds and foreign official institutions.
Ignite Planners LLC

109 E. ESCALONES

SAN CLEMENTE, CA 92672

$941.78M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephen Swensen’s Registration & Firm History

UT

03/27/2023 - Present

Ignite Planners LLC (South Jordan UT)

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Licenses & Designations

IA

Issued 01/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Mark Swensen.
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