Joshua
Swenson
Independent Financial Partners
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About this Advisor
Joshua Swenson is a financial advisor who works out of Waukesha, Wisconsin with a total of 13 years of industry experience. Swenson is on the advisory team at Independent Financial Partners. Over the course of their career, they have held roles at Retirement Plan Solutions, Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Swenson has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Wisconsin. Independent Financial Partners is a financial advisory business that has its headquarters in Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 people on staff. It manages $9 billion in assets across its 34,487 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 85 charities and foundations. Of its 34,487 accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. Independent Financial Partners provides a number 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 charged by financial advisors are based on which services are provided. Fee types billed by Independent Financial Partners can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
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
Joshua Swenson Work History
Joshua has been registered as a financial advisor for 13 years.*
Ifp Securities, LLC
Independent Financial Partners
Retirement Plan Solutions
Lpl Financial LLC
*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 Joshua Swenson 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 Independent Financial Partners
Cleveland, OH
Clive, IA
Edmond, OK
Florence, KY
Middletown, OH
Miami, FL
Edmond, OK
Tampa, FL
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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