Ed Swenson

With over 25 years of experience in financial services, my career has been dedicated to wealth management, wealth tech development, portfolio management, and product. As President of RFG Advisory, I lead our efforts to empower financial advisors, leveraging our expertise to grow faster and support the building of valuable, robust, client-focused businesses. My professional journey includes leadership roles at Osaic as President RIA Solutions and as Co-Founder and Chief Operating Officer at Dynasty Financial Partners, where I contributed to the development of one of the original integrated platform service providers for independent financial advisors (RIAs). At RFG Advisory, our mission remains centered on enabling advisors to thrive through innovative solutions, a readily evolving technology landscape and a commitment to independence and client advocacy.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Bluemonte ETFs Distributed by SEI Investments Distribution Co. Disclosures: https://bluemontefunds.com/disclosures