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Jeffrey Lawrence Zupancic

INDEPENDENT WEALTH NETWORK, INC.·URBANDALE, Iowa
Unclaimed Profile
2350 NW 128TH ST, URBANDALE, IA 50323CRD# 2465727Firm CRD# 286262
01

About

Jeffrey Lawrence Zupancic is a registered financial advisor based in URBANDALE, Iowa, affiliated with INDEPENDENT WEALTH NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INDEPENDENT WEALTH NETWORK, INC.
INDEPENDENT WEALTH NETWORK, INC.
AUM
$358M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at INDEPENDENT WEALTH NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2465727
Firm CRD# 286262
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Lawrence Zupancic offer?
Jeffrey Lawrence Zupancic specializes in Financial Planning, Investment Management. Contact their office in URBANDALE, Iowa for a consultation.
What are Jeffrey Lawrence Zupancic's credentials?
Jeffrey Lawrence Zupancic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lawrence Zupancic located?
Jeffrey Lawrence Zupancic 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 Jeffrey Lawrence Zupancic charge for services?
Jeffrey Lawrence Zupancic'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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Other advisors in URBANDALE
Deborah Sue Jackson — INDEPENDENT WEALTH NETWORK, INC.John Charles Kunkel — BROKERS INTERNATIONAL FINANCIAL SERVICES, LLCArthur Lawrence Dinkin — INDEPENDENT WEALTH NETWORK, INC.Richard Frank Mokosak — MOKOSAK ADVISORY GROUP, LLCAndrea K Baker — BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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