Samuel
Swift
Advisornet Wealth Partners
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About this Advisor
Samuel Swift is a financial advisor working in Hopkins, Minnesota with 2 years of relevant experience. Swift currently works for Advisornet Wealth Partners. Their career trajectory has included roles at Freedom Financial Partners, LLC, Iowa State University, Boyer Building Corporation, Knutson Construction, Walmart, Coolibar, Hopkins School District and Advisornet Wealth Management. Swift holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Minnesota. Advisornet Wealth Partners is a registered investment firm operating out of Hopkins, MN. The investment advisory business has offices in 49 locations and a total of 123 advisors. It administers $3 billion in total assets across its 10,189 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 10,189 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. Advisornet Wealth Partners provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely depend on which service is provided. However, fees charged by Advisornet Wealth Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisornet Wealth Partners Brokerage Details
$2,563,915,015
123
10,189
$251,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Samuel Swift Work History
Samuel has been registered as a financial advisor for 2 years.*
Advisornet Wealth Management
Freedom Financial Partners, LLC
Freedom Financial Partners, LLC
Iowa State University
Freedom Financial Partners, LLC
Iowa State University
Boyer Building Corporation
Iowa State University
Knutson Construction
Iowa State University
Walmart
Iowa State University
Coolibar
Hopkins School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Swift to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisornet Wealth Partners
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Denver, CO
Hopkins, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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