Advisor at Independent Wealth Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Wealth Network, Inc.
Location
Phoenix, AZ 85014
Credentials
Series 63, Series 65
Industry experience
20 years
Nancy Bullock Swanson is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Outside of her advisory role, she is president of Preferred Wealth Management in Phoenix. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers and model portfolios, and supports held-away accounts, tailoring strategies to client goals and risk tolerances.
Based on Independent Wealth Network, Inc.
Single fee for service possible under Financial Planning & Consulting Agreement
Hourly fees may be charged for extraordinary financial planning or consulting services
Retainer fee possible for Financial Planning & Consulting Services for a period not to exceed six months
Fee-only: Fees negotiated based on complexity; may be single fee, hourly fee, or retainer (up to six months) for Financial Planning and Consulting Services
1202 E Maryland Ave Suite 1 J
Phoenix, AZ 85014
Arizona · California · Florida · Illinois · Iowa · Minnesota · Mississippi · Missouri · Nebraska · North Carolina · Texas · Wisconsin
Independent Wealth Network, Inc.
2017 - Present (9 years)
Brokers International Financial Services, LLC
2017 - 2023 (6 years)
Broker Dealer Dealer Financial Services Corp.
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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