Independent Wealth Network is a SEC Registered Investment Advisor.
We empower advisors to provide the best financial guidance, management, and services to their clients by using innovative technology, resources, and support.
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.
Innovative, Integrated Technology. We'll help you automate your practice by leveraging our top-of-the-industry technology to reduce your administrative workload of account management, billing, and compliance. You'll increase efficiency, improve service levels, and enhance client satisfaction.
Personalized, Expert Support. Our team invests time with each advisor to understand their specific needs, goals, and challenges. Independent Wealth Network provides continuous concierge-level service in areas of technology, operations and compliance.
Customized Client Strategies. With full transparency and open architecture, you have the option of building and managing your own portfolios, employing the IWN models, or using one of Schwab's model portfolios.
If you are ready to take control of your career, aren't afraid of working hard for your clients, and are looking for a business partner who will make it easier to develop and grow your practice, we want to talk to you.
IWN is always looking for properly credentialed, experienced representatives with clean disciplinary records who want to be in business for themselves, but not by themselves. Our independent hybrid structure offers independence, attractive compensation, and proven systems that make doing business easier. In addition, you'll gain a knowledgeable and experienced support team and a network of colleagues to collaborate with.
Sound good? Fill out the form below or contact us personally to start your journey towards a successful independent practice.
We would love to chat and answer any questions you may have. If you call us between 9 am and 4 pm Central Time, we will typically be here to answer the phone. Of course, you can always send us an email or message us on Facebook @indwealthnet.