Waukesha, WI Office

Erik Swenson is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with IFP Securities, LLC since 2019 and has been affiliated with Independent Financial Partners since 2010. Outside of advisory work, he owns Quantum Solutions, Inc., a company that sells fixed annuities and occasional life insurance policies, and he is the owner of Dream's Life and Wellness Center, which offers life coaching and spiritual healing. He also serves on the board of the Dreams Faith Foundation, a nonprofit organization focused on enhancing lives globally. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Joshua Swenson is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with IFP Securities, LLC and LPL Financial, and maintains involvement with Retirement Plan Solutions. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Stephen Mc Donnell is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2011. In addition to his advisory role, he is involved with Retirement Plan Solutions, assisting in client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm supports a multi-advisor platform offering decentralized investment strategies, formal retirement-plan advisory and pension consulting services, and partnerships for directed trustee services.

Carol Strehlow is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with IFP Securities, LLC, LPL Financial, LLC, and has been involved with Retirement Plan Solutions since 2012, where she is a minority owner. Strehlow also performs notary services on a volunteer basis. Independent Financial Partners is an enterprise firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with various management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.