DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Stephen Mark Swensen

Ignite Planners LLCindependent RIASan Clemente, Ca IA-onlyIAPD 7457226

Feed of 09/14/2026

At current firm

3 y

since Mar 27, 2023

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ignite Planners LLC independent RIA current
since Mar 27, 2023 · South Jordan, Ut
Prestige Wealthwide, LLC independent RIA
Aug 30, 2024 to Aug 12, 2025 · Lehi, Ut
Cwm, LLC BD affiliated
Aug 2, 2022 to Sep 15, 2022 · Eagle Mountain, Ut
Carson Group Investing asset manager
Aug 2, 2022 to Oct 17, 2022 · Omaha, Ne
Olympus Wealth Management, LLC former
Jan 26, 2022 to Mar 18, 2022 · Cottonwood Heights, Ut

Moves

a registration end followed by a registration begin elsewhere

Prestige Wealthwide, LLC to no registered destination
left Aug 12, 2025 · Departure, no registered destination
Carson Group Investing to Ignite Planners LLC
left Oct 17, 2022, registered Mar 27, 2023 (161 days) · Other
Cwm, LLC to Carson Group Investing
left Sep 15, 2022, registered Aug 2, 2022 (-44 days) · Other
Olympus Wealth Management, LLC to Cwm, LLC
left Mar 18, 2022, registered Aug 2, 2022 (137 days) · RIA to affiliated broker-dealer or bank

Signals

Stephen Mark Swensen no longer registered at Prestige Wealthwide, Llc; no later IA registration on IAPD
Aug 12, 2025 · Advisor departure · fact
Stephen Mark Swensen left Carson Group Investing for Ignite Planners Llc (registered 2023-03-27)
Oct 17, 2022 · Advisor changed firm · fact
Stephen Mark Swensen left Cwm, Llc for Carson Group Investing (registered 2022-08-02)
Sep 15, 2022 · Advisor changed firm · fact
Stephen Mark Swensen left Olympus Wealth Management, Llc for Cwm, Llc (registered 2022-08-02)
Mar 18, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address