Independent Wealth Network, Inc.
Independent Wealth Network, Inc. (CRD# 286262) is a financial advisory firm headquartered in Urbandale, IA. They manage $358,327,384 in 2,499 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management358MILLION
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$143,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
Russell Kramer (CRD# 2365564) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Grimes, IA and has over 23 years of experience in the finance industry.
Scott McCord (CRD# 4307530) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Peoria, IL and has over 17 years of experience in the finance industry.
Charles Morgan (CRD# 5522992) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Lubbock, TX and has over 15 years of experience in the finance industry.
Timothy Oberley (CRD# 5348077) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Fort Wayne, IN and has over 16 years of experience in the finance industry.
James Poindexter (CRD# 1867899) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Prescott, AZ and has over 35 years of experience in the finance industry.
David Rigg (CRD# 6473551) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 8 years of experience in the finance industry.
Michael Rodgers (CRD# 6564456) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Warrenville, IL and has over 7 years of experience in the finance industry.
Donald Rosalez (CRD# 1913993) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Flagstaff, AZ and has over 35 years of experience in the finance industry.
Nancy Schneider (CRD# 2006687) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Phoenix, AZ and has over 34 years of experience in the finance industry.
Kathleen Williams-Price (CRD# 2450125) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Lubblock, TX and has over 30 years of experience in the finance industry.