Unclaimed Profile

Andrew Gregory Endelman

INDEPENDENT WEALTH NETWORK, INC.·URBANDALE, Iowa

Series 65Clean record10 years registeredINDEPENDENT WEALTH NETWORK, INC.

2350 NW 128TH ST, URBANDALE, IA 50323CRD# 6248004Firm CRD# 286262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Gregory Endelman · URBANDALE, IA

Registration

CRD #6248004 · INDEPENDENT WEALTH NETWORK, INC. · 10 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT WEALTH NETWORK, INC.

Sep 2017 – present

INVESTMENT ADVISORS CORP

Jan 2016 – Jul 2017

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 19, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT WEALTH NETWORK, INC.

CRD 286262 · SEC 801-110559

AUM

$358M

Regulatory assets under management

Employees

2,499 client accounts

Services offered by INDEPENDENT WEALTH NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENT WEALTH NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Gregory Endelman offer?

Andrew Gregory Endelman specializes in Financial Planning, Investment Management. Contact their office in URBANDALE, Iowa for a consultation.

What are Andrew Gregory Endelman's credentials?

Andrew Gregory Endelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Gregory Endelman located?

Andrew Gregory Endelman is based in URBANDALE, Iowa, working with INDEPENDENT WEALTH NETWORK, INC.. Their office serves clients in the URBANDALE metropolitan area and surrounding communities.

How does Andrew Gregory Endelman charge for services?

Andrew Gregory Endelman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT WEALTH NETWORK, INC.?

INDEPENDENT WEALTH NETWORK, INC. has approximately 25 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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