A complete list of active advisors currently associated with Independent Wealth Network, Inc.
Warmer can help you find a great advisor at Independent Wealth Network, Inc. or one who fits your needs even better.
Independent Wealth Network, Inc. advises individuals (including high‑net‑worth clients), as well as trusts, pension and profit‑sharing plans, estates, charitable organizations, and corporations, offering wealth management, ongoing financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee about $518 million in client assets and may implement recommendations directly or by recommending third‑party managers. Advisors work with clients to develop an Investment Policy Statement and, when engaged, typically have discretionary authority to implement portfolio strategies that may include long‑ and short‑term positions, options, margin, and both fundamental and technical analysis. IWN uses third‑party models and managers and also offers oversight of held‑away accounts (401(k)s, 529s, variable annuities) via a third‑party provider, Pontera, to align those assets with clients’ broader plans. Some IWN associates are also registered representatives of unaffiliated broker‑dealers and licensed insurance agents, and the brochure discloses that such roles can produce commission compensation for brokerage or insurance product sales, creating potential conflicts of interest that are disclosed to clients. The firm likewise discloses other conflicts and arrangements — including use of third‑party models that may employ proprietary funds, fee‑sharing with third‑party managers, and certain advisors’ outside business activities — and documents these matters in advisors’ Part 2B brochures.
To learn more about the advisors currently working at Independent Wealth Network, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Independent Wealth Network, Inc.'s office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")