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Charles Garrett Morgan

Independent Wealth Network, Inc.

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About Charles Garrett Morgan

Charles Garrett Morgan is a financial advisor with over 12 years of experience. Charles is registered with the state of Texas and has been with Independent Wealth Network, Inc. since 2018. Before joining Independent Wealth Network, Inc., Charles worked with Lowell & Company, Inc. and Brokers International Financial Services, LLC. Charles offers financial planning and investment management services to individuals, businesses, charitable organizations, and pension plans. Charles Garrett Morgan holds Series 66, SIE, and Series 7 licenses and has been an advisor since 2008.

Firm Information

Charles Morgan is currently registered with Independent Wealth Network, Inc.. Independent Wealth Network, Inc. is an investment advisor headquartered in URBANDALE, IA. The firm has approximately 25 investment advisor representatives and 20 licensed agents. They manage over $422 million in assets for clients. The firm provides portfolio management, financial planning, and pension consulting services for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. They also offer selection of other advisors services.
Independent Wealth Network, Inc.

2350 NW 128TH ST

URBANDALE, IA 50323

$422.58M

Assets Under Management

10

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Morgan’s Registration & Firm History

TX

09/25/2018 - Present

Independent Wealth Network, Inc. (Lubbock TX)

TX

09/24/2018 - 02/06/2019

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Lubbock TX)

TX

05/06/2008 - 09/24/2018

LOWELL & COMPANY, INC. (LUBBOCK TX)

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Licenses & Designations

BOTH

Issued 02/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Garrett Morgan.
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