To learn more about our firm, start with our Customer Relationship Summary - Form CRS.
We are registered with the SEC. You can view our Firm Summary at the Investment Adviser Public Disclosure site which includes our ADV filings. You can also check the background of this firm on FINRA's BrokerCheck.
While the plot lines may seem a little boring, there really is important information in the ADV Part 2A - Firm Brochure. You can also read our Code of Ethics.
Every client should have access to our Privacy Policy, Business Continuation Plan, Cyber Security Policies, and the Best Interest Disclosure for Retirement Account Rollover/Transfers.
The America’s Top Financial Advisory Firms for 2025 ranking was provided by Newsweek in partnership with Plant-A Insight Group. The ranking was provided on November 19, 2024. Independent Wealth Network did not pay any compensation to be considered for this award but did pay compensation to be able to advertise and display it. Methodology and licensing information can be found at https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025.
Before you conduct business with us, you should also review your representative's ADV Part 2B - Individual Brochure, which can be found here:
