AUMdb
WR

William Robert Swartz

CRD 2348798 Certified Financial Planner

Firms

FirmRoleAs of
Sfg Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗