Kathryn
Swan
Next Financial Group, Inc
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About this Advisor
Kathryn Swan is a financial advisor based in Scottsdale, Arizona, working with Next Financial Group, Inc. Kathryn has previously held positions at Alliance Insurance Group, Assured Partners, Fester And Chapman Pllc, Cor Lux Financial, Blakely Walters Wealth Management, Grand Canyon University, Marist Catholic High School, Full Time Student- Middle School, and Next Financial Group, Inc. Kathryn has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Kathryn is part of Next Financial Group, Inc, which operates out of Scottsdale, Arizona. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kathryn Swan Work History
Next Financial Group, Inc
Next Financial Group, Inc
Blakely Walters Wealth Management
Cor Lux Financial
Fester And Chapman Pllc
Assured Partners
Alliance Insurance Group
Grand Canyon University
Marist Catholic High School
Full Time Student- Middle School
Disclosures
Please visit the SEC profile of Kathryn Swan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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