Stephen M. Swensen

IGNITE PLANNERS LLC

South Jordan, UT 84095

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CRD#: 7457226

Professional summary

Stephen Mark Swensen is a registered financial advisor currently at IGNITE PLANNERS LLC located in South Jordan, Utah.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) Prestige Wealthwide; Investment Related; 525 W Sunrise Way, Lehi, UT 84043; RIA; Portfolio Manager; August 15th, 2024; 40 hours per month; 40 hours per month during securities trading hours; Portfolio Analyst & Client Service Support. 2.) Ignite Planners LLC ; Investment Related: South Jordan, UT; Chief Investment Officer; March 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Mark Swensen's CRS (Customer Relationship Summary).

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

March 27, 2023 - Present

IGNITE PLANNERS LLC

Office #1: 10813 S Riverfront Parkway, Suite 100, South Jordan, UT 84095

RIA

CRD#: 289797

South Jordan, UT

Past

August 30, 2024 - August 12, 2025

PRESTIGE WEALTHWIDE, LLC

RIA

CRD#: 321789

LEHI, UT

Past

August 2, 2022 - September 15, 2022

CWM, LLC

RIA

CRD#: 155344

Eagle Mountain, UT

Past

August 2, 2022 - October 17, 2022

CARSON GROUP INVESTING

RIA

CRD#: 291744

Eagle Mountain, UT

Past

January 26, 2022 - March 18, 2022

OLYMPUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 173715

COTTONWOOD HEIGHTS, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 Approved)

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
(3/27/2023)

IAR

Utah
(3/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2022

Uniform Investment Adviser Law Examination

Current Firm

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 Approved)

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Contact information

Main Address

109 E. Escalones, San Clemente, CA 92672

Mailing Address

Phone number

(619) 504-1907

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts	3,892
AUM (Assets Under Management)	$ 941,775,371

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen M. Swensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Mark Swensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

IGNITE PLANNERS LLC

PRESTIGE WEALTHWIDE, LLC

CWM, LLC

CARSON GROUP INVESTING

OLYMPUS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

IGNITE PLANNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2022

Current Firm

IGNITE PLANNERS LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IGNITE PLANNERS LLC

TRUST BUT VERIFY

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