IWN Fact Sheet

IWN's MISSION & PHILOSOPHY

Mission

We empower advisors to provide the best financial guidance, management, and services to their clients by using innovative technology, resources, and support.

Philosophy

Independence and transparency are the cornerstones for advisors to be fiduciaries and advocates for their clients. Eliminating obligations to any particular products, services, or providers creates the freedom required for principled ethics. Without sacrificing independence, advisors can communicate as a network. When faced with an issue requiring specialized knowledge or expertise, an experienced peer becomes a valuable asset.

Key Staff

Jeff Zupancic 
Chief Executive Officer

Jeff@indwealth.net

Phone: 602-494-0020

James Young
Director of Recruiting

James@indwealth.net 

Phone: 515-499-9980

Julie Boulden
Transition Coordinator

jboulden@indwealth.net

Phone: 515-868-2944

LeKisha Franklin
Administrative Manager
lfranklin@dvfin.com

Phone: 515-255-3354

Art Dinkin, CFP®
President & CCO

adinkin@indwealth.net

Phone: 515-255-3354

Andrew Endelman
Director of Operations

aendelman@indwealth.net 

Phone: 515-255-3354

Paisley 
Chief Beagle Counsel

Phone: 515-255-3354

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Levi
Jr. Furnancial Advisor (in training)
Phone602-494-0020

Advisory Programs

TD Ameritrade and SEI custody over 90% of our business. TD Ameritrade is the discretionary platform and we utilize SEI for

third party managers.

 

At TD Ameritrade you have the option of building and managing your own portfolios, employing the Independent Wealth Network models, or you also have access to the TD Ameritrade Model Market Center to gain access to approximately 50 managers and 500 strategies. 

 

Money managers available through TD Ameritrade’s

Model Market Center at no additional cost include:

  • AGFiQ Asset Management – 4 strategies

  • Anchor Capital Management Group – 8 strategies

  • Aptus Capital Advisors – 3 strategies

  • AQR Capital Management – 5 strategies

  • BlackRock – 18 strategies

  • Cambria Investment Management – 6 strategies

  • Clark Capital Management – 5 strategies

  • CLS Investments – 20 strategies

  • First Trust Portfolios – 14 strategies

  • Flexible Plan Investments – 5 strategies

  • Global X ETFs – 7 strategies

  • Goldman Sachs Asset Management – 14 strategies

  • Horizon Investments – 13 strategies

  • Invesco Advisors – 31 strategies

  • J.P. Morgan Asset Management – 3 strategies

  • John Hancock Investment Management – 12 strategies

  • Meeder Investment Management – 6 strategies

  • Northern Trust Investments – 18 strategies

  • Nuveen Investments – 7 strategies

  • Redwood Investment Management – 5 strategies

  • Russell Investments – 17 strategies

  • State Street Global Advisors – 24 strategies

  • Swan Global Investments – 3 strategies

  • Toews – 11 strategies

  • W.E. Donoghue – 3 strategies

  • Wilshire Associates – 11 strategies

  • WisdomTree Asset Management – 19 strategies

 

Money managers available through TD Ameritrade’s ModelMarket

Center with an additional strategist fee include:

  • 3EDGE Asset Management – 2 strategies

  • Advance Capital Management – 4 strategies

  • Anchor Capital Advisors – 7 strategies

  • Anfield Capital Management – 1 strategy

  • Aptus Capital Advisors – 3 strategies

  • Auour Investments – 5 strategies

  • Berkshire Asset Management – 1 strategy

  • Blueprint Investment Partners – 4 strategies

  • Cabana Asset Management – 5 strategies

  • Capital Market Consultants – 15 strategies

  • Clark Capital Management – 5 strategies

  • CLS Investments – 12 strategies

  • Eagle Ridge Investment Management – 4 strategies

  • Efficient Market Advisors (Cantor Fitzgerald) – 20 strategies

  • iSectors – 2 strategies

  • Julex Capital Management – 13 strategies

  • KKM Financial – 11 strategies

  • Luxon Asset Management – 10 strategies

  • Madison Investments – 18 strategies

  • Miller/Howard Investments – 8 strategies

  • Schafer Cullen Capital Management – 4 strategies

  • SKBA Capital Management – 2 strategies

  • Todd Asset Management – 3 strategies

  • W.E. Donoghue – 10 strategies

  • Wilbanks Smith & Thomas Asset Management – 1 strategy

  • Wilshire Associates – 13 strategies

  • WisdomTree Asset Management – 6 strategies

  • Zack’s Investment Management – 7 strategies

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