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Grayeson Thomas Griess

Independent Wealth Network, Inc.

Urbandale, IA

CRD 7900359

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Employer firm

Independent Wealth Network, Inc. CRD 286262

$518M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Wealth Network, Inc.

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-07-29
NE RA APPROVED 2025-07-29
  • IA RA
    APPROVED
    Since 2025-07-29
  • NE RA
    APPROVED
    Since 2025-07-29

Branch Locations

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life Securities, Inc West Des Moines IA 04/2024 08/2024
Bankers Life West Des Moines IA 10/2020 08/2024
Crouse Construction Ankeny IA 08/2020 10/2020
Central Iowa Vapors Urbandale IA 04/2014 08/2020
Principal Life Insurance Company West Des Moines IA 08/2024 07/2025
Principal Securities Inc. West Des Moines IA 08/2024 07/2025
Dv Financial Urbandale IA 07/2025 Present
  • 04/2024 → 08/2024
    Bankers Life Securities, Inc
    West Des Moines, IA
  • 10/2020 → 08/2024
    Bankers Life
    West Des Moines, IA
  • 08/2020 → 10/2020
    Crouse Construction
    Ankeny, IA
  • 04/2014 → 08/2020
    Central Iowa Vapors
    Urbandale, IA
  • 08/2024 → 07/2025
    Principal Life Insurance Company
    West Des Moines, IA
  • 08/2024 → 07/2025
    West Des Moines, IA
  • 07/2025 → Present
    Dv Financial
    Urbandale, IA
Previous Registrations
Other Businesses

1) DV FINANCIAL; FIXED INSURANCE; NOT-INVESTED RELATED; ADDRESS; INSURANCE AGENT; 80 HOURS PER MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; INSURANCE AGENT OFFERING VARIOUS PRODUCTS; 07/2025 2) DOOR DASH; NOT-INVESTMENT RELATED; 565 SW 11 ST., UNIT 402, DES MOINES, IA 50309; HOSPITALITY; DELIVERY DRIVER; 20 HOURS PER WEEK; 0 DURING TRADING HOURS; 02/2025; FOOD DELIVERY 3) COLLECTIBLE SALES: NOT-INVESTMENT RELATED; DES MOINES; SALES; OWNER; 06/2026; 20 HOURS PER MONTH; 0 DURING TRADING HOURS; COLLECTIBLE SALES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07
Other Names
  • Grayeson Thomas Griess
  • Grayeson Griess

View on SEC IAPD

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