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RS

Richard M. Swensson

GRANTD WEALTH
DENVER, CO 80203
Some features on this profile are disabled
CRD#: 6244247
RS
Richard Meriwether SwenssonGRANTD WEALTH

Professional summary

Richard Meriwether Swensson is a registered financial advisor currently at GRANTD WEALTH, INC. located in Denver, Colorado.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Richard has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Meriwether Swensson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 6, 2026 - Present

GRANTD WEALTH, INC.

Office #1: 1700 Lincoln Street 46th Floor, Denver, CO 80203
RIA
CRD#: 340110
DENVER, CO
Past

February 25, 2021 - August 13, 2026

MERRIWETHER INVESTMENTS, INC.

RIA
CRD#: 310908
DENVER, CO
Past

November 5, 2013 - July 9, 2015

LODESTAR SECURITIES CORP.

BD
CRD#: 159532
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/28/2026)
IAR
Colorado
(4/6/2026)
IAR
Illinois
(4/7/2026)
IAR
Texas
(8/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/25/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2013
General Securities Representative Examination

Current Firm

GW
GRANTD WEALTH, INC.
GRANTD WEALTH, INC. | MERRIWETHER INVESTMENTS, INC.

CRD#: 340110 / SEC#:

Colorado
Registered Investment Advisory firm - (4/6/2026 Approved)
Illinois
Registered Investment Advisory firm - (4/7/2026 Approved)
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Contact information

Main Address
1700 Lincoln Street 46th Floor, Denver, CO 80203
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

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Company Information

GRANTD WEALTH, INC.

CRD#: 340110Denver, CO 80203

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