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Nancy Selena Bullock-swanson

Independent Wealth Network, Inc.

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About Nancy Selena Bullock-swanson

Nancy Bullock-swanson is a financial advisor with Independent Wealth Network, Inc. based in Phoenix, Arizona. Nancy is a registered investment advisor and has been working in the financial services industry since 2004. Nancy's experience spans a variety of firms, including Brokers International Financial Services, LLC. and Cetera Advisor Networks LLC. Nancy specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Nancy Bullock-swanson is currently registered with Independent Wealth Network, Inc.. Independent Wealth Network, Inc. is an investment advisor headquartered in URBANDALE, IA. The firm has approximately 25 investment advisor representatives and 20 licensed agents. They manage over $422 million in assets for clients. The firm provides portfolio management, financial planning, and pension consulting services for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. They also offer selection of other advisors services.
Independent Wealth Network, Inc.

2350 NW 128TH ST

URBANDALE, IA 50323

$422.58M

Assets Under Management

10

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Bullock-swanson’s Registration & Firm History

AZ

10/30/2017 - Present

Independent Wealth Network, Inc. (Phoenix AZ)

IA

08/24/2017 - 08/16/2019

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)

IA

10/01/2014 - 08/28/2017

BROKER DEALER FINANCIAL SERVICES CORP. (SIOUX CITY IA)

IA

11/22/2004 - 01/02/2014

CETERA ADVISOR NETWORKS LLC (SIOUX CITY IA)

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Licenses & Designations

IA

Issued 11/03/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Selena Bullock-swanson.
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