Nancy Selena Bullock-swanson
Investment adviser representative at Independent Wealth Network, Inc.
9 yearsExperience
15 statesRegistered in
$518.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Independent Wealth Network, Inc.Aug 2017 to now
- Brokers International Financial Services, LLCAug 2017 to Dec 2023
- Broker Dealer Dealer Financial Services Corp.Oct 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, FL, IA, IL, MN, MO, MS, NC, NE, NJ, NM, TX, WI).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4868611
- Firm CRD
- 286262