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Independent Wealth Network, Inc. CRD 286262
$518M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-11-04 |
| NH | RA | APPROVED | 2025-10-21 |
| IL | RA | APPROVED | 2025-01-17 |
| AR | RA | APPROVED | 2025-01-07 |
| AK | RA | APPROVED | 2025-01-06 |
| MD | RA | APPROVED | 2025-01-06 |
| MI | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2025-01-06 |
| OK | RA | APPROVED | 2025-01-06 |
| WY | RA | APPROVED | 2025-01-06 |
| OR | RA | APPROVED | 2025-01-05 |
| PA | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2025-01-02 |
| KS | RA | APPROVED | 2025-01-02 |
| MO | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| VA | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2025-01-02 |
| GA | RA | APPROVED | 2024-12-12 |
| LA | RA | APPROVED | 2024-12-12 |
| ME | RA | APPROVED | 2024-12-02 |
| IN | RA | APPROVED | 2024-11-21 |
| FL | RA | APPROVED | 2024-11-13 |
| NM | RA | APPROVED | 2024-11-11 |
| CA | RA | APPROVED | 2024-11-07 |
| NV | RA | APPROVED | 2024-11-07 |
| UT | RA | APPROVED | 2024-11-07 |
| WV | RA | APPROVED | 2024-11-07 |
| NE | RA | APPROVED | 2024-11-06 |
| NY | RA | APPROVED | 2024-11-06 |
| OH | RA | APPROVED | 2024-10-01 |
| WI | RA | APPROVED | 2024-07-31 |
| AZ | RA | APPROVED | 2021-10-18 |
| MN | RA | APPROVED | 2021-05-21 |
| IA | RA | APPROVED | 2017-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Corp | West Des Moines | IA | 09/2013 | 08/2017 |
| Independent Wealth Network, Inc. | Urbandale | IA | 08/2017 | 01/2025 |
| Independent Wealth Network, Inc. | Urbandale | IA | 01/2025 | Present |
1. Villas of Ashworth Glen Homeowners Association; non-investment related; HOA; Board Member; Homeowner; 02/01/23; 3 hours per month; 0 during trading hours; assist with annual budgeting, project management, and overall strategic management of 11 buildings/88 homeowners. 2. Rittelman Holdings, LLC; non-investment related; 119 Traer St. Greene, IA 50636; Commercial Real Estate; Owner; 10/01/2023; 12 hours per month; 0 during trading hours; owner 3. Back Nine Iowa; non-investment related;; 119 E. Traer St. Greene, IA 50636; Golf Simulator Business; Owner; 12/01/2023; 8 hours per month; 0 during trading hours; handle day to day operations remotely through Quickbooks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-13 |
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