Invested Better
Unclaimed

Unclaimed

Unclaimed

Jared Benjamin Kramer

Independent Wealth Network, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jared? Claim Your Profile

About Jared Benjamin Kramer

Jared Kramer is a registered investment advisor representative with Independent Wealth Network, Inc. Jared has been in the financial services industry since 2012. Jared holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Jared has experience working with individuals, families, and small businesses. Jared is also a licensed insurance agent in Iowa. Jared has a strong commitment to helping clients achieve their financial goals.

Firm Information

Jared Kramer 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jared Kramer’s Registration & Firm History

IA

01/02/2025 - Present

Independent Wealth Network, Inc. (Grimes IA)

Not sure if Jared Benjamin Kramer is right for you?

Licenses & Designations

IA

Issued 08/22/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Benjamin Kramer.
Not sure if Jared Benjamin Kramer is right for you?