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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-05 |
| CO | RA | APPROVED | 2026-07-20 |
| NM | RA | APPROVED | 2026-06-18 |
| MS | RA | APPROVED | 2026-03-13 |
| IL | RA | APPROVED | 2026-03-09 |
| MO | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2023-04-26 |
| MN | RA | APPROVED | 2021-02-24 |
| FL | RA | APPROVED | 2020-02-24 |
| NE | RA | APPROVED | 2018-02-20 |
| CA | RA | APPROVED | 2018-02-19 |
| NC | RA | APPROVED | 2018-02-19 |
| WI | RA | APPROVED | 2017-10-30 |
| AZ | RA | APPROVED | 2017-09-15 |
| IA | RA | APPROVED | 2017-09-11 |
Branch Locations
1202 E Maryland Ave Suite 1J, Phoenix, AZ 85014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Dealer Financial Services Corp. | West Des Moines | IA | 10/2014 | 08/2017 |
| Brokers International Financial Services, Llc | Phoenix | AZ | 08/2017 | 12/2023 |
| Independent Wealth Network, Inc. | Phoenix | AZ | 08/2017 | Present |
1. PREFERRED WEALTH MANAGEMENT, PHOENIX AZ; PRESIDENT; DAY TO DAY OPERATIONS 40 HOURS/WEEK ALL DURING TRADING HOURS. 2. PREFERRED GROUP, PHOENIX, AZ; INSURANCE - LIFE & HEALTH SALES; CORP; BCBS OF AZ, AETNA, UNITED ONE, GOLDEN RULE, UNITED HEALTH CARE, HUMANA, ALLIANZ, AVIVA & PACIFIC LIFE; 10 HOURS PER MONTH, ALL DURING TRADING HOURS. 3. PREFERRED FINANCIAL GROUP, PHOENIX, AZ; BROKERAGE SERVICES THROUGH BROKERS INTERNATIONAL FINANCIAL; SELLING SECURITIES 10 HOURS A MONTH; ALL DURING TRADING HOURS. 4. SWANSON GROUP, LLC. OWNER - FIXED INSURANCE SALES - AETNA, BCBS, ALLIANZ, ATHENE, PACIFIC LIFE; 10 HOURS PER MONTH, ALL DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-23 |
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