Unclaimed Profile

Jakub Martin Kreuter

INDEPENDENT WEALTH ADVISORS, LLC·CARY, North Carolina

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredINDEPENDENT WEALTH ADVISORS, LLC

167 E. CHATHAM STREET, CARY, NC 27511CRD# 3250250Firm CRD# 328786

Profile Verification

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

Identity

Jakub Martin Kreuter · CARY, NC

Registration

CRD #3250250 · INDEPENDENT WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT WEALTH ADVISORS, LLC

Mar 2024 – present

LPL FINANCIAL LLC

Mar 2009 – Nov 2024

CARY, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2003 – Mar 2009

RALEIGH, NC

RAYMOND JAMES FINANCIAL SERVICES

Mar 2002 – Jun 2003

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT WEALTH ADVISORS, LLC

CRD 328786 · SEC 801-129370

AUM

$139M

Regulatory assets under management

Employees

350 client accounts

Services offered by INDEPENDENT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jakub Martin Kreuter offer?

Jakub Martin Kreuter specializes in Financial Planning, Investment Management. Contact their office in CARY, North Carolina for a consultation.

What are Jakub Martin Kreuter's credentials?

Jakub Martin Kreuter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jakub Martin Kreuter located?

Jakub Martin Kreuter is based in CARY, North Carolina, working with INDEPENDENT WEALTH ADVISORS, LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.

How does Jakub Martin Kreuter charge for services?

Jakub Martin Kreuter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT WEALTH ADVISORS, LLC?

INDEPENDENT WEALTH ADVISORS, LLC has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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