Unclaimed Profile

Greg Michael Swenson

THE LEUTHOLD GROUP, LLC·MINNEAPOLIS, Minnesota

Clean record12 years registeredTHE LEUTHOLD GROUP, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 6262646Firm CRD# 105826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Greg Michael Swenson · MINNEAPOLIS, MN

Registration

CRD #6262646 · THE LEUTHOLD GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE LEUTHOLD GROUP, LLC

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Nov 2013 – Jun 2025

MINNEAPOLIS, MN

Registrations & Exams

Registration record

First registered · November 4, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LEUTHOLD GROUP, LLC

CRD 105826 · SEC 801-30686

AUM

$1.1B

Regulatory assets under management

Employees

127 client accounts

Services offered by THE LEUTHOLD GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THE LEUTHOLD GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Greg Michael Swenson offer?

Greg Michael Swenson specializes in Investment Management, Retirement Planning, Wealth Management.

What are Greg Michael Swenson's credentials?

Greg Michael Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg Michael Swenson located?

Greg Michael Swenson is based in MINNEAPOLIS, Minnesota, last registered with THE LEUTHOLD GROUP, LLC.

How does Greg Michael Swenson charge for services?

Greg Michael Swenson's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEUTHOLD GROUP, LLC?

THE LEUTHOLD GROUP, LLC has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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