Grimes, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Independent Wealth Network, Inc.
Multi-team
Firm-wide stats for Independent Wealth Network, Inc.
About
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.
Based on Independent Wealth Network, Inc.
Location
Kramer Wealth Advisory, 101 SE 2nd Street
Grimes IA 50111
Advisors at this office
2
Advisors at this office
Russell K
Series 63, Series 66
Grimes, IA
Independent Wealth Network, Inc.
Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.
Jared K
Series 65
Grimes, IA
Independent Wealth Network, Inc.
Jared Kramer is a Series 65 credentialed advisor with five years of experience at Independent Wealth Network, Inc. He previously worked at Wellmark Blue Cross Blue Shield for six years and has been self-employed since 2012. Outside of his advisory role, he is involved in sports officiating as a referee. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm’s advisers manage approximately $518 million in client assets and may implement portfolio strategies directly or through third-party managers.
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