Independent Wealth Network, Inc.

Independent Wealth Network, Inc. (CRD# 286262) is a financial advisory firm headquartered in Urbandale, IA. They manage $292,821,944 in 2,298 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    2,298
    ACCOUNTS
  • Average Account Value
    $127,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Independent Wealth Network, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
James E. Bey
CRD#: 1933696
Preferred Wealth Management, 1431 Opus Place, Suite 110, Downers Grove, IL 60515

James Bey (CRD# 1933696) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Downers Grove, IL and has over 27 years of experience in the finance industry.

2
Gary W. Bilyeu
CRD#: 6457268
Sanger, TX

Gary Bilyeu (CRD# 6457268) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 9 years of experience in the finance industry.

3
Ross C. Bonifield
CRD#: 3074157
1202 E Maryland Ave Suite 1j, Phoenix, AZ 85014

Ross Bonifield (CRD# 3074157) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry.

4
Nancy S. Bullock-Swanson
CRD#: 4868611
1202 E Maryland Ave Suite 1j, Phoenix, AZ 85014

Nancy Bullock-Swanson (CRD# 4868611) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Phoenix, AZ and has over 19 years of experience in the finance industry.

5
Arthur L. Dinkin
CRD#: 2096185
Dv Financial Services, 2763 86th Street, Urbandale, IA 50322

Arthur Dinkin (CRD# 2096185) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Urbandale, IA and has over 26 years of experience in the finance industry.

6
Andrew Endelman
CRD#: 6248004
2350 Nw 128th St, Urbandale, IA 50323

Andrew Endelman (CRD# 6248004) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Urbandale, IA and has over 8 years of experience in the finance industry.

7
Scott T. Etzel
CRD#: 5505697
2350 Nw 128th St, Urbandale, IA 50323

Scott Etzel (CRD# 5505697) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Urbandale, IA and has over 15 years of experience in the finance industry.

8
Stephen A. Gilchrist
CRD#: 6164701
Gilchrist Wealth Management, 1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067

Stephen Gilchrist (CRD# 6164701) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.

9
Enrique Hernandez
CRD#: 4228132
Preferred Wealth Management Llc, 5959 Gateway West # 367, El Paso, TX 79925

Enrique Hernandez (CRD# 4228132) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in El Paso, TX and has over 23 years of experience in the finance industry.

10
Erik R. Holt
CRD#: 4635271
Frederick, MD

Erik Holt (CRD# 4635271) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Frederick, MD and has over 19 years of experience in the finance industry.

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