Carson Group Acquires Ted Swenson’s Colorado Wealth Advisory Practice
June 30, 2026
Carson Group acquired the Colorado wealth advisory practice led by Ted Swenson, CFP, and plans to transition it into an integrated Carson Wealth office. Swenson’s team—serving approximately $270 million in advisory and brokerage assets—becomes Carson Wealth’s 47th integrated office, expanding Carson’s footprint in the region.
- Buyers
- Carson Group
- Targets
- Ted Swenson’s Colorado Wealth Advisory Practice
- Sellers
- Ted Swenson
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Buyout
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