Unclaimed Profile

Scott C Hackney

INDEPENDENT WEALTH MANAGEMENT, LLC·TRAVERSE CITY, Michigan

Series 6, Series 7, Series 22, Series 24, Series 63Clean record27 years registeredINDEPENDENT WEALTH MANAGEMENT, LLC

236 1/2 E. FRONT ST, TRAVERSE CITY, MI 49684CRD# 2148253Firm CRD# 124242

Profile Verification

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

Identity

Scott C Hackney · TRAVERSE CITY, MI

Registration

CRD #2148253 · INDEPENDENT WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT WEALTH MANAGEMENT, LLC

Jan 2011 – present

INDEPENDENT WEALTH MANAGEMENT, LLC

Mar 2010 – Dec 2010

TRAVERSE CITY, MI

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 1999 – Dec 2009

TRAVERSE CITY, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · February 8, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT WEALTH MANAGEMENT, LLC

CRD 124242 · SEC 801-120528

AUM

$162M

Regulatory assets under management

Employees

518 client accounts

Services offered by INDEPENDENT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott C Hackney offer?

Scott C Hackney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Scott C Hackney's credentials?

Scott C Hackney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott C Hackney located?

Scott C Hackney is based in TRAVERSE CITY, Michigan, working with INDEPENDENT WEALTH MANAGEMENT, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Scott C Hackney charge for services?

Scott C Hackney's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees for assets managed by other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT WEALTH MANAGEMENT, LLC?

INDEPENDENT WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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