Andrew M. Swanson

MS, CFP®

Nikulski Financial, Inc.

Financial Planner

Andrew M. Swanson

MS, CFP®

Nikulski Financial, Inc.

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrew M. Swanson, MS, CFP®

(563) 344-0118

Fee-Only Financial Planner located in Bettendorf, IA, serving clients locally and across the country

Andrew Swanson is a Bettendorf, IA fee-only financial planner. Nikulski Financial, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Swanson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Andrew M. Swanson is Vice President and Financial Planner on the Nikulski team. Andrew earned his CFP® CERTIFIED FINANCIAL PLANNER designation in 2016 and holds a Series 65 License as an Investment Advisor Representative.  Andrew completed his Master of Science Degree in Personal Financial Planning through the College for Financial Planning located in Centennial, CO in December of 2017.

Andrew is a Quad Cities native, graduating from Pleasant Valley High School.  He earned his bachelor's degree with Magna Cum Laude honors from the University of Northern Iowa.  During his tenure at UNI, Andrew was a scholarship member of the University Track & Field and Cross Country teams for four years competing across the U.S.  Andrew met his wife Lindsey, also a university runner, in 2010 and they were married in 2018 and welcomed their son Cooper in early 2020. 

Outside of work, Andrew enjoys early morning runs along the Mississippi River, spending time with his family and enjoying sports both as a participant and following his favorite teams. 

 

Andrew M. Swanson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Millennials
  • Growing Families
  • Generation X
  • Business Professionals
  • Entrepreneur

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Andrew Swanson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Andrew M. Swanson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Andrew M. Swanson

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Office Locations:

  • 3289 Utica Ridge Rd
    Bettendorf, IA 52722

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