Urbandale, IA NW 128th St 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
2350 NW 128th St
Urbandale IA 50323
Advisors at this office
3
Advisors at this office
Andrew E
Series 65
Urbandale, IA
Independent Wealth Network, Inc.
Andrew Endelman is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 credential and over 10 years of industry experience. He previously worked at Investment Advisors Corp from 2013 to 2017 before joining Independent Wealth Network, where he has been since 2017. Outside of his advisory role, he serves as a board member of the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business and commercial real estate holdings. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee approximately $518 million in client assets and implement portfolio strategies using a combination of third-party managers, models, and discretionary authority.
Arthur D
CFP®, Series 63
Urbandale, IA
Independent Wealth Network, Inc.
Arthur Dinkin is a CFP® professional with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and Emerson Equity LLC, and has held roles at Brokers International Financial Services and Ameritas Investment Company. Outside of his advisory work, he serves on the board of Iowa Swimming Inc. and officiates high school swim meets. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including discretionary portfolio management and third-party models, overseeing approximately $518 million in client assets.
Grayeson G
Series 66
Urbandale, IA
Independent Wealth Network, Inc.
Grayeson Griess is a financial advisor with Independent Wealth Network, Inc., holding a Series 66 credential and having two years of industry experience. His work history includes roles at DV Financial, Principal Securities Inc., Principal Life Insurance Company, Bankers Life Securities, Inc., and Bankers Life. Outside of advising, he works as an insurance agent and also does food delivery. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm utilizes a range of investment strategies and third-party managers to serve its clients and oversees approximately $518 million in assets.
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