Unclaimed Profile

Jeffrey Lawrence Zupancic

INDEPENDENT WEALTH NETWORK, INC.·URBANDALE, Iowa

SIE, Series 6, Series 26, Series 63, Series 6520 years registeredINDEPENDENT WEALTH NETWORK, INC.

2350 NW 128TH ST, URBANDALE, IA 50323CRD# 2465727Firm CRD# 286262

Profile Verification

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

Identity

Jeffrey Lawrence Zupancic · URBANDALE, IA

Registration

CRD #2465727 · INDEPENDENT WEALTH NETWORK, INC. · 20 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT WEALTH NETWORK, INC.

Sep 2017 – present

INVESTMENT ADVISORS CORP

Nov 2013 – Sep 2017

PHOENIX, AZ

CENTAURUS FINANCIAL, INC.

Aug 2005 – Nov 2013

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · August 31, 2005

Years registered · 20

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 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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