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Inactive

Gregory Kenneth Swanson

Onedigital

Tacoma, WA

Overland Park, KS

Gig Harbor, WA

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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
WA RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01
  • WA RA
    APPROVED
    Since 2024-07-01

Branch Locations

4041 Ruston Way, Tacoma, WA 98402 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Gig Harbor, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell Investments Tacoma WA 06/2007 09/2016
Columbia River Advisors Tacoma WA 09/2016 11/2017
Asi Wealth Management & Consulting Services Bend OR 12/2017 12/2021
University Of Puget Sound Tacoma WA 09/2008 09/2024
Asi Wealth Management & Consulting Services Bend OR 12/2021 12/2024
Onedigital Investment Advisors Llc Overland Park KS 07/2024 Present
  • 06/2007 → 09/2016
    Russell Investments
    Tacoma, WA
  • 09/2016 → 11/2017
    Columbia River Advisors
    Tacoma, WA
  • 12/2017 → 12/2021
    Asi Wealth Management & Consulting Services
    Bend, OR
  • 09/2008 → 09/2024
    University Of Puget Sound
    Tacoma, WA
  • 12/2021 → 12/2024
    Asi Wealth Management & Consulting Services
    Bend, OR
  • 07/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2018-04-23 → 2024-12-31
    Asi Wealth Management & Consulting Services
    Seattle, WA
    Bend, OR
  • 2016-10-13 → 2017-12-22
    Columbia River Advisors
    Tacoma, WA
  • 2008-08-04 → 2016-10-11
    Russell Investments
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-01
  • S66 Uniform Combined State Law Examination
    2008-08-01
Designations
Other Names
  • Greg Swanson
  • Gregory K Swanson

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Tacoma, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tacoma, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tacoma, WA
THREADLINE WEALTH · TACOMA, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tacoma, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Tacoma, WA
VOYA FINANCIAL ADVISORS, INC. · TACOMA, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TACOMA, WA

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