Unclaimed Profile

Derek Joel Swedberg

PACK PRIVATE WEALTH, LLC·WAYZATA, Minnesota

SIE, Series 7, Series 66Clean record18 years registeredPACK PRIVATE WEALTH, LLC

1905 WAYZATA BLVD., WAYZATA, MN 55391CRD# 4993155Firm CRD# 310523

Profile Verification

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

Identity

Derek Joel Swedberg · WAYZATA, MN

Registration

CRD #4993155 · PACK PRIVATE WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FIAT WEALTH MANAGEMENT

Jun 2026 – present

PACK PRIVATE WEALTH, LLC

Oct 2020 – present

RBC CAPITAL MARKETS, LLC

Nov 2007 – Oct 2020

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 29, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACK PRIVATE WEALTH, LLC

CRD 310523 · SEC 801-119617

AUM

$241M

Regulatory assets under management

Employees

328 client accounts

Services offered by PACK PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACK PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Derek Joel Swedberg offer?

Derek Joel Swedberg specializes in Financial Planning, Investment Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Derek Joel Swedberg's credentials?

Derek Joel Swedberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Joel Swedberg located?

Derek Joel Swedberg is based in WAYZATA, Minnesota, working with PACK PRIVATE WEALTH, LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Derek Joel Swedberg charge for services?

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

How large is PACK PRIVATE WEALTH, LLC?

PACK PRIVATE WEALTH, LLC has approximately 3 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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