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INDEPENDENT WEALTH NETWORK, INC.
INDEPENDENT WEALTH NETWORK, INC.
URBANDALE, Iowa
·
4 registered advisors
·
CRD# 286262
SEC# 801-110559
16
515-461-5123
01
Firm Overview
AUM
$358M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at INDEPENDENT WEALTH NETWORK, INC.
4 registered advisors
Andrew Gregory Endelman
URBANDALE, Iowa
CRD# 6248004
Arthur Lawrence Dinkin
URBANDALE, Iowa
CRD# 2096185
Deborah Sue Jackson
URBANDALE, Iowa
CRD# 878495
Jeffrey Lawrence Zupancic
URBANDALE, Iowa
CRD# 2465727
05
Office Locations
URBANDALE, Iowa
4 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENT WEALTH NETWORK, INC. (CRD# 286262) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.