Theodore Swenson

                            
CFP®, AAMS

                            
Co-Founder & Senior Wealth Advisor

                                                                                        
(303) 393-2456

                            
                                                    

                                                    
Contact Theodore

                            

                                                                


    

        
    

    
                            

                                            

                

            

        


        

			

		

			

		

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
Meet Ted


 


Ted is an analytical, detail-oriented Senior Wealth Advisor and Co-Founder of Valorem Financial. He is a CERTIFIED FINANCIAL PLANNER ™ practitioner and graduated from the University of Northern Iowa with a bachelor’s degree in accounting.


Ted began his career by passing the Certified Public Accountant exam and utilizing his accounting degree as an Internal Financial Auditor for Honeywell. After several years of traveling the globe while auditing, Ted realized his real passion was working with people and helping them plan for their futures. In 1998, he transitioned into a career in financial planning and wealth management.


Ted is dedicated to helping individuals pursue their financial goals at all stages of life. Ted believes in creating individualized financial plans for his clients and building long-term relationships that allow him to fully know and understand his clients’ needs. Ted has served on several community boards in the past and has been listed in the Denver Business Journal as a Five Star Wealth Manager since 2014.


Outside of work, Ted enjoys spending time with his wife Carrie and their young son, Benjamin. They enjoy biking, skiing, golfing, traveling, hiking, and trying new restaurants. Additionally, Ted is a passionate Iowa Hawkeyes fan, and also roots for the Denver Broncos and Rockies.


 


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* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.