Sanger, TX Office

Team
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Independent Wealth Network, Inc. logo

Independent Wealth Network, Inc.

Multi-team

Firm-wide stats for Independent Wealth Network, Inc.

Total advisors

34

Across 22 offices

Clients per advisor

43 Low

Avg AUM per client

$339,533 Low

HNW client ratio

18% Typical

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.

Expertise

Options & derivatives strategies

Based on Independent Wealth Network, Inc.

Location

Kfa Financial, 400 Bolivar St, Po Box 550

Sanger TX 76266

Advisors at this office

4

Advisors at this office

user avatar

Steven C

Series 63, Series 65

Sanger, TX

Independent Wealth Network, Inc.

Steven Collier is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. In addition to his work as an advisor, Collier serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm oversees approximately $518 million in client assets and employs a range of investment strategies, including third-party models and managers.

Options & derivatives strategies
user avatar

Connor R

Series 65

Sanger, TX

Independent Wealth Network, Inc.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

Options & derivatives strategies
user avatar

David R

Series 66

Sanger, TX

Independent Wealth Network, Inc.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Options & derivatives strategies
user avatar

Gary B

Series 66

Sanger, TX

Independent Wealth Network, Inc.

Gary Bilyeu is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Investment Advisors Corp and Broker Dealer Financial Services Corp. Outside of his advisory role, Bilyeu serves as a councilman on the Sanger City Council, is a member of the Sanger Education Foundation administrative committee, instructs leadership classes through Tribe & Trust Leadership, and serves on the board of Cowtown Warriors, a nonprofit supporting veterans. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, ongoing financial planning, access to third-party managers, and advisory support for held-away accounts, tailoring strategies to client goals with a range of investment approaches and ongoing portfolio oversight.

Options & derivatives strategies
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