Joshua
Swenson

Independent Financial Partners

CRD#5013180
Investment Advisor
in Waukesha, WI

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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

Series 63, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

734 Clinton Street
Waukesha, WI 53186

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

WI Average: $1,855,561,029
Total Number of Employees

432

WI Average: 62
Total Number of Accounts

30,286

WI Average: 2,474
Average Account Size

$177,758

WI Average: $750,025

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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.

2019 - Present (1 year)

Ifp Securities, LLC

2010 - Present (10 years)

Independent Financial Partners

2009 - Present (11 years)

Retirement Plan Solutions

2010 - 2019 (9 years)

Lpl Financial LLC

2009 - 2010 (1 year)

Nrp Financial, Inc

Disclosures

Joshua Swenson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Independent Financial Partners

Matthew Gredys
West Des Moines, IA
Preston Englund
Hastings, NE
Matthew Farhat
Sarasota, FL
Nicholas Marrano
Woodstock, GA
Zachary Koch
Tampa, FL
Gregory Wozniak
Tampa, FL
Jonathan Brown
Pleasant Hill, CA
Jason Haddad
Miami, FL

This content was compiled from the SEC and FINRA.

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