Andrew M. Swanson
Nikulski Financial, Inc.
Fee-Only financial planner located in Bettendorf, IA, serving clients locally and across the country
Andrew M. Swanson is Vice President and Financial Planner on the Nikulski team. Andrew has earned his CFP® CERTIFIED FINANCIAL PLANNER designation 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 has received his Certificate in Paraplanner Development through The American College of Financial Services and is an active member of the Financial Planning Association (FPA), as well as the National Association of Personal Financial Advisors (NAPFA) Genesis.
Andrew is a Quad Cities native, currently residing in Bettendorf. He is a University of Northern Iowa alumnus graduating with Magna Cum Laude honors. 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. He was dynamically involved in the Boys and Girls Club, where he helped children strive to excel in school and to pursue the goal of going to college, as well as worked with soldiers in affiliation with the Wounded Warrior Project.
As part of our fee-only Registered Investment Advisory firm, Andrew provides fee-based asset management and comprehensive financial planning to ensure clients stay on track to achieve their financial goals throughout all phases of life.
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 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Novice Investors
- Generation X
- Growing Families
- Retirees and Near Retirees
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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.
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.
Andrew M. Swanson is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Andrew M. Swanson
3289 Utica Ridge Rd
Bettendorf, IA 52722