Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
01/02/2025 - Present
Independent Wealth Network, Inc. (Grimes IA)
IA
Issued 08/22/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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