Alexandra Lauren Swanson

Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2014 → 07/2022
  Bellco Credit Union
  Westminster, CO
• 07/2022 → 04/2024
  Mai Capital Management
  Greenwood Village, CO
• 04/2024 → 09/2024
  Mai Capital Management, Llc
  Greenwood Village, CO
• 09/2024 → Present
  Pure Financial Advisors
  Franklin, TN

Previous Registrations

• 2022-08-05 → 2024-09-03
  Mai Capital Management, Llc
  Greenwood Village, CO
• 2014-11-19 → 2022-07-21
  Cuso Financial Services, L.P.
  Westminster, CO
  Westminster, CO
  Wheat Ridge, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-11-14
• S63 Uniform Securities Agent State Law Examination
  2010-03-03

Designations

• Certified Financial Planner

Other Names

• Alex Casola
• Alexandra Lauren Casola
• Alexandra Lauren Casola