Momentum Independent Network Inc.

Overview

Momentum Independent Network Inc. is a Broker Dealer and registered investment adviser based in Dallas, TX, registered since 1986. It reports $1.6B in assets under management across 4,721 accounts, with 97 employees. Its 165 registered representatives work across 107 branch offices in 28 states.

Reported AUM

$1.6B

Discretionary

63%

Accounts

4,721

Average account

$341K

Employees

97

Registered reps

165

Branch offices

107

Registered since

1986

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• 10 more

Executive officers 3 of 8

• Martin Bradley Winges Chairperson of the Board, Chief Executive Officer CRD 1929509
• Scott Edward McCaffrey Managing Director, Head, Managing Director - Head of Momentum Independent Network Inc. CRD 3076398
• Joseph Michael Edge Chief Financial Officer, Board Director CRD 4326551

5 more executive officers, with direct contact details

Registered reps 3 of 165

• David Herrick Abdulky Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4361189
• Shane Ross Abernathy Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2402555
• John R Acton Registered Rep CRD 2155435

162 more registered reps, with emails, phones and branch locations

Location

Headquarters

717 N Harwood St Ste 3400
Dallas, TX 75201

County

Dallas

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Branch offices

107 in 28 states, including Arlington, TX, Norman, OK and Fort Worth, TX

Registrations

• SEC registered, corporation formed in Texas
• Registered in 52 jurisdictions
• Website: momentumin.com

Every state, with registration dates

Similar firms near Dallas

• Hilltop Securities Inc.Dallas, TX550 reps
• Prospera Financial Services, Inc.Dallas, TX326 reps
• Apex Clearing CorporationDallas, TX250 reps
• Tcbi Securities, Inc.Dallas, TX238 reps
• Level Four Financial, LLCDallas, TX164 reps