Independent Wealth Network, Inc.

Overview

Independent Wealth Network, Inc. is an SEC registered investment adviser based in Urbandale, IA, registered since 2017. It reports $518M in assets under management across 2,881 accounts, with 37 employees. It has 34 investment adviser representatives.

Reported AUM

$518M

Discretionary

85%

Accounts

2,881

Average account

$18K

Employees

37

Advisory reps

34

Registered since

2017

Jurisdictions

38

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• 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 and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Jeffrey Lawrence Zupancic Chief Executive Officer CRD 2465727
• Andrew Gregory Endelman President & Chief Compliance Officer CRD 6248004
• Arthur Lawrence Dinkin Chief Financial Officer CRD 2096185

Advisory reps 3 of 34

• James E Bey Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1933696
• Gary Wayne Bilyeu Insurance Agent · Investment Adviser Rep CRD 6457268
• Jeffrey Thomas Bone Insurance Agent · Investment Adviser Rep CRD 7034013

31 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2350 128th St
Urbandale, IA 50323

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 38 jurisdictions
• Website: kramerwealthadvisory.com

Every state, with registration dates

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