Advisor at Pack Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pack Private Wealth, LLC
Location
Wayzata, MN 55391
Credentials
Series 66
Industry experience
18 years
Derek Swedberg is a financial advisor at Pack Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked for RBC Capital Markets Corporation for 12 years before joining Pack Private Wealth in 2020. Outside of his advisory role, he consults for Lifespark, a senior care provider, assisting with business expansion opportunities. Pack Private Wealth, LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $267 million across 334 clients, offering discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios and both fundamental and technical analysis.
Based on Pack Private Wealth, LLC
$0+: 0.50% annually +: up to 1.50% annually
Fee-only: Fees range from 0.50% to 1.50% annually, paid quarterly in advance, based on assets under management; fees may be negotiable or fixed for certain clients.
1905 Wayzata Blvd., Suite 320
Wayzata, MN 55391
Minnesota · Texas
Pack Private Wealth, LLC
2020 - Present (6 years)
Rbc Capital Markets Corporation
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
Series 63
Minnetrista, MN
Harrison Capital Management LLC
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")