Steven Paul Swensen

13 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Great Lakes Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

2,123 clients

Average Client Portfolio

$7.2M average

Assets Under Management

$15.3B

Fee Structure

Minimum Investment:$1M

Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2004

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Other Business Activities

Steven is a partner in Every Magic Seed Holdings and Blue Spruce Properties since 2020, spending minimal time on administrative and business development/property management tasks. He also works full-time as a portfolio manager for Great Lakes Advisors, LLC since August 2023, handling client service and portfolio management.

Employment History

Current Registrations

Great Lakes Advisors, LLC

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Wintrust Investments LLCBroker

August 2023 - July 2025 · 1 yr 11 mos

Morgan Stanley

June 2017 - May 2022 · 4 yrs 11 mos

Morgan StanleyBroker

May 2017 - May 2022 · 5 yrs

Janus Distributors LLCBroker

April 2003 - February 2004 · 10 mos

Fidelity Investments Institutional Services Company, INC.Broker

February 2001 - October 2002 · 1 yr 8 mos

Fidelity Brokerage Services LLCBroker

November 1997 - February 2001 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.