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INDEPENDENT WEALTH NETWORK, INC.
CRD 286262 · SEC 801-110559
2350 NW 128TH ST, URBANDALE, IA, 50323, United States
Phone
515-461-5123
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$518.4M
Discretionary AUM
$443.0M
Team
37 total employees; 30 advisory reps; 12 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1183 | $200.0M |
| High net worth individuals | 262 | $290.7M |
| Pension/profit sharing plans | 10 | $25.3M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 4 | $873K |
States served
AK, AZ, AR, CA, CO, GA, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, FL
All web addresses on file
- HTTP://WWW.KRAMERWEALTHADVISORY.COM
- HTTP://WWW.ETZELFINANCIALRESOURCES.COM
- HTTP://WWW.DVFIN.COM
- HTTPS://WWW.LINKEDIN.COM/IN/JEFFZUPANCIC-1b0510/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/DV-FINANCIAL/
- HTTP://WWW.MASFINANCIALANDTAX.COM
- https://www.gilchristwealth.com
- HTTPS://WWW.LINKEDIN/IN/SCOTT-ETZEL-CRPC-6B03437
- HTTPS://WWW.LINKEDIN.COM/in/PREFERRED-FINANCIAL-GROUP-LLC-336655155
- HTTP://WWW.INDWEALTH.NET
- HTTPS://WWW.LINKEDIN.COM/IN/COMPANY/INDWEALTH
- https://www.anthem-financial.com
- HTTPS://WWW.FACEBOOK.COM/PREFERREDFINANCIALGROUPLLC
- https://www.linkedin.com/in/andrewendelman
- HTTP://WWW.PRESCOTTFINANCIALADVISOR.NET/
- HTTPS://WWW.LINKEDIN.COM/IN/JAMESBEY/
- HTTP://WWW.PREFERREDWEALTHMANAGEMENT.COM
- HTTPS://WWW.FACEBOOK.COM/DVFIN
- HTTPS://WWW.FACEBOOK.COM/INDWEALTHNET
- https://principledwm.com
- https://dekholding.com/dek-wealth
- https://www.swan-fin.com/
- https://www.kfafinancial.net/
- https://www.evergreenfinancialgrp.com/
Official SEC filing: View on IAPD