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 | — |
Showing 15 of 31 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SANGER | TX | 4 | 940-367-6687 |
| SANGER | TX | 4 | 940-367-6687 |
| PHOENIX | AZ | 4 | 602-494-0020 |
| — | — | 2 | 240-446-7894 |
| GRIMES | IA | 2 | 515-310-9544 |
| URBANDALE | IA | 2 | 515-255-3354 |
| LUBBOCK | TX | 2 | 806-407-3340 |
| GRIMES | IA | 2 | 515-310-9544 |
| — | — | 1 | 309-214-0152 |
| — | — | 1 | 515-490-6831 |
| CHESTERFIELD | MO | 1 | 314-228-2850 |
| PORTSMOUTH | NH | 1 | 978-810-7474 |
| MIAMI | FL | 1 | 561-316-7377 |
| MORRISTOWN | NJ | 1 | 201-846-5231 |
| FT WAYNE | IN | 1 | 260-418-0124 |