Kevin Patrick Swantek

Current Employers

Employment History

• 10/2008 → 01/2025
  Lincoln Financial Advisors
  Blue Bell, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Blue Bell, PA

Previous Registrations

• 2009-03-31 → 2025-01-24
  Osaic Fa, Inc.
  Exton, PA
  Blue Bell, PA
• 2008-05-01 → 2008-10-29
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
  Hatfield, PA

Other Businesses

1. RHM Partners, LLC Owner | LLC | Not Investment Related | 160 hrs (160 trading) | Since 09/22/2008 Solicitation and sales of fixed Lincoln Life (incl. MoneyGuard) and annuity products. Provides advisor sales support and personal production. 2. 284 Parkview Drive Owner | Rental | Not Investment Related | 2 hrs | Since 12/01/2011 Residential rental property. Handle tenant issues, coordinate or perform repairs as needed. 3. Independence Financial Advisors, Inc. Owner | Corporation | Not Investment Related | 2 hrs | Since 10/15/2011 Owner; conduct quarterly board meetings as sole board member. 4. Indian Valley Country Club Committee Member | Organization | Not Investment Related | 3 hrs | Since 04/01/2024 Assist with membership applications and new member orientations (monthly evening commitment). 5. Kevin Swantek (Insurance Sales) Self | Insurance | Not Investment Related | 10 hrs (5 trading) | Since 06/08/2008 Sell fixed life, disability, LTC, and fixed annuities from multiple carriers. 6. Independence Financial Group, Ltd. Owner | Insurance | Not Investment Related | 10 hrs (10 trading) | Since 06/01/2008 Support producers with fixed product sales and personal production. 7. Kevin Swantek (Executor) Self | Executor | Not Investment Related | 0 hrs | Since 12/01/2016 Serve as executor for an estate. 8. Symetra Life Insurance Advisory Board Board Member | Advisory | Investment Related | 1 hr (1 trading) | Since 06/18/2024 Participate in advisory discussions on life insurance products and distribution. 9. Nexus Financial, LLC Owner | Marketing | Investment Related | 1 hr | Since 02/06/2019 Marketing support for RHM Partners and Independence Financial Group. 10. Kevin Swantek (Trustee) Trustee | Trust | Not Investment Related | 1 hr | Since 08/23/2013 Administer trust: beneficiary communication and premium payments from trust account. 11. SBL Productions Owner | Video | Not Investment Related | 2 hrs | Since 01/01/2022 Bookkeeping, contract review, and annual business planning with monthly review. 12. EITC Committee – Lansdale Catholic Committee Member | Committee | Not Investment Related | 2 hrs | Since 10/01/2021 Educate stakeholders on PA EITC program and its benefits to the school. 13. 801 Upper State Road Self | Rental | Not Investment Related | 2 hrs | Since 09/15/2021 Manage rental property; coordinate or perform repairs as needed. 14. 245 Telford Pike Self | Rental | Not Investment Related | 2 hrs | Since 06/30/2016 Manage rental property; handle maintenance or arrange third-party repairs.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-30

Designations