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
Jeffrey Zupancic (CRD# 2465727) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sioux City, IA and has over 30 years of experience in the finance industry.
Steven Collier (CRD# 6654231) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 7 years of experience in the finance industry.
Jared Kramer (CRD# 6480372) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Grimes, IA and has over 4 years of experience in the finance industry.
Ryan Timmins (CRD# 7393751) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Frederick, MD and has 1 year of experience in the finance industry.