Iris Lynn Swarthout

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 09/2017
  Pizza Ranch
  Holland, MI
• 06/2018 → 07/2018
  Doubletree Hilton
  Holland, MI
• 06/2018 → 09/2019
  Holland Aquatic Center
  Holland, MI
• 06/2018 → 08/2018
  Holland Aquatic Center
  Holland, MI
• 03/2020 → 09/2021
  Andersen Lab
  Evanston, IL
• 01/2021 → 05/2022
  Norris Aquatics Center
  Evanston, IL
• 06/2022 → 09/2022
  Saddle And Cycle Club
  Chicago, IL
• 07/2022 → 09/2022
  Metro Media Lab
  Chicago, IL
• 03/2022 → 03/2023
  Bienen Concert Management Office
  Evanston, IL
• 09/2021 → 03/2022
  Bienen Concert Management Office
  Evanston, IL
• 12/2022 → 03/2023
  Gogomedia Group
  Chicago, IL
• 09/2019 → 06/2023
  Northwestern University
  Evanston, IL
• 03/2023 → 06/2023
  City Press
  Johannesburg Gauteng
• 06/2023 → 08/2024
  Win Home Inspection
  Chicago, IL
• 10/2024 → 11/2024
  Jaleo
  Chicago, IL
• 10/2024 → 11/2024
  Chicago Teahouse
  Chicago, IL
• 12/2024 → Present
  Sanctuary Securities, Inc.
  Chicago, IL
• 09/2015 → 06/2019
  West Ottawa High Schoo
  Holland, MI
• 09/2025 → Present
  Sanctuary Advisors Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-08-30