Stephen Mark Swensen

Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 08/2018
  Dmba
  Salt Lake City, UT
• 09/2018 → 09/2021
  Foresight Wealth Management
  Draper, UT
• 08/2022 → 09/2022
  Cwm, Llc
  Omaha, NE
• 08/2022 → 10/2022
  Carson Group Investing, Llc
  Omaha, NE
• 03/2022 → 03/2023
  Carson Wealth
  Omaha, NE
• 03/2023 → Present
  Ignite Planners Llc
  South Jordan, UT
• 10/2021 → 03/2022
  Olympus Wealth Management
  Salt Lake City, UT
• 09/2022 → 03/2023
  Atlas Investment Management
  South Jordan, UT
• 08/2024 → Present
  Prestige Wealthwide, Llc
  Lehi, UT
• 08/2013 → 09/2018
  Deseret Mutual Benefit Administrators
  Salt Lake, UT

Previous Registrations

• 2024-08-30 → 2025-08-12
  Prestige Wealthwide, Llc
  Lehi, UT
• 2022-08-02 → 2022-10-17
  Carson Group Investing
  Eagle Mountain, UT
  Omaha, NE
• 2022-08-02 → 2022-09-15
  Cwm, Llc
  Eagle Mountain, UT
  Omaha, NE
• 2022-01-26 → 2022-03-18
  Olympus Wealth Management, Llc
  Cottonwood Heights, UT

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-21