Independent Financial Partners
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About this Advisor
Joshua Swenson is a financial advisor whose office is in Waukesha, Wisconsin. Currently a registered financial advisor with Independent Financial Partners, they have gathered 10 years of professional experience as a financial advisor. Swenson maintains Series 63 and Series 66 licenses, designating the advisor as a securities representative. Swenson is able to serve clients in Wisconsin. Over the course of their career, they have held roles at Retirement Plan Solutions, Nrp Financial, Inc, Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Independent Financial Partners is based out of Waukesha, Wisconsin, and operates out of 277 brick-and-mortar locations in the United States. As a registered investment advisory firm, Independent Financial Partners oversees $5 billion in assets dispersed across 30,286 accounts and employs more than 432 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 30,164 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 20% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Independent Financial Partners can offer 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 firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Independent Financial Partners Brokerage Details
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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
Joshua Swenson Work History
Joshua has 11 years of experience.
Ifp Securities, LLC
Independent Financial Partners
Retirement Plan Solutions
Lpl Financial LLC
Nrp Financial, Inc
Joshua Swenson has no disclosures.
Please visit their SEC profile for more details.
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