INDEPENDENT WEALTH NETWORK, INC. of URBANDALE, IA is an SEC-registered investment adviser (CRD 286262). Regulatory assets under management: $518.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Arthur Lawrence Dinkin | CFO | — |
| Jeffrey Lawrence Zupancic | CEO | — |
| Andrew Gregory Endelman | PRESIDENT & CCO | — |
| JACKSON DEBORAH SUE | CCO; OWNER AND CCO | — |
| DINKIN ARTHUR LAWRENCE | PRESIDENT & CCO | — |
| ZUPANCIC JEFFREY LAWRENCE | CEO | — |
| ENDELMAN ANDREW GREGORY | COO; OPERATIONS MANAAGER; OPERATIONS MANAGER | — |
| ENDELMAN ANDREW | COO; DIRECTOR OF OPERATIONS | — |