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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2012
- Office Locations
- 2
Office Locations
About Alternative Investment Advisors, LLC
Swenson Wealth is an independent, client-centered advisory firm serving retirees and those planning for retirement, offering insurance services and financial strategies to simplify retirement planning. As a fiduciary, the team provides objective, non-proprietary investment guidance and ongoing communication, supported by an interactive risk analysis that generates a risk score to help align portfolios with client goals and preferences.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY MICHAEL SKRABAN
Financial Advisor, Managing Member
- CRD
- #4007834
- Ownership
- 50% but less than 75%
THOMAS HOOD
Chief Compliance Officer, Managing Member
- CRD
- #5298915
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DWIGHT LEE DYKSTRA
Financial Advisor
- CRD
- #1028210
Eric Hultgren
Owner
- CRD
- #7560291
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,455,606 | $133,567 |
| Non-Discretionary | $10,412,741 | $1,735,457 |
| Total | $385,868,347 | $136,978 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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