Ted Swenson

CFP®
Managing Partner, Wealth Advisor
Contact Ted

Meet Ted

Ted Swenson is an award-winning Managing Partner, Wealth Advisor based in Arvada, Colorado with 28 years of experience in the field.

Ted Swenson is a Senior Wealth Advisor for Carson Wealth, serving affluent individuals, families and business owners from the firm’s office in Olde Town Arvada, Colorado. With more than 28 years of experience in wealth management and financial planning, Ted is known for delivering thoughtful, highly personalized advice tailored to the complex needs of high-net-worth clients.

As a CERTIFIED FINANCIAL PLANNER™️ professional with a background in accounting, Ted combines technical expertise with a relationship-driven approach to wealth management. He earned his bachelor’s degree in accounting from the University of Northern Iowa and began his career with Honeywell after successfully passing the Certified Public Accountant (CPA) exam. While working as an Internal Financial Auditor, Ted traveled extensively and gained valuable experience analyzing financial systems and business operations on a global scale.

Recognizing that his true passion was helping individuals and families navigate important financial decisions, Ted transitioned into financial planning and wealth management in 1998. Since then, he has built a reputation for providing sophisticated, client-centered guidance focused on investment management, retirement planning, tax-efficient wealth strategies and multigenerational financial planning.

Ted believes exceptional client outcomes begin with understanding each client’s unique goals, values and vision for the future. He is committed to building long-term relationships grounded in trust, transparency and personalized service.

Throughout his career, Ted has remained active in his community, serving on several nonprofit and civic boards. He was also recognized by the Denver Business Journal as a Five Star Wealth Manager each year from 2014 through 2025.

Outside the office, Ted enjoys spending time with his wife, Carrie, and their son, Benjamin. Together, they enjoy skiing, golf, hiking, biking, travel and exploring new restaurants. Ted is also a lifelong supporter of the Iowa Hawkeyes and has enthusiastically adopted Colorado’s local professional sports teams as well.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 28 years financial industry experience
Education
  • BS in Accounting from University of Northern Iowa
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
Awards
  • Carson Partners 2021 Inaugural Impact Award
  • Five Star Wealth Manager 2014-2019
Contact Ted

Carson Wealth

7609 Grandview Ave
Arvada, CO 80002
(303) 647-3446

Financial Services

Areas of Focus

  • Pointer Image Industry Specific
  • Pointer Image Private Client
  • Pointer Image Widowed

Carson Impact award received by Valorem Wealth 2021 – Carson’s Impact award is awarded to partner offices and/or stakeholders based on holistic impact made in their community through philanthropy and volunteerism. Receiving the Carson Impact award does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success.

Five Star Award: The Five Star Wealth Manager award awarded to Ted Swenson: 2014 through 2019, 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. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.