INDEPENDENT WEALTH NETWORK, INC.

URBANDALE, Iowa·4 registered advisors·CRD# 286262
SEC# 801-11055916515-461-5123
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 PlanningInvestment Management
04

Advisors at INDEPENDENT WEALTH NETWORK, INC.

4 registered advisors
Andrew Gregory Endelman
URBANDALE, Iowa
Arthur Lawrence Dinkin
URBANDALE, Iowa
Deborah Sue Jackson
URBANDALE, Iowa
Jeffrey Lawrence Zupancic
URBANDALE, Iowa
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.