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Nancy Carol Schneider

Independent Wealth Network, Inc.

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About Nancy Carol Schneider

Nancy Schneider is a financial professional with over 30 years of experience in the industry. Nancy currently works with Independent Wealth Network, Inc., a registered investment advisory firm. Nancy's expertise includes financial planning, pension consulting, and portfolio management for individuals. Nancy also provides selection of other advisors services to clients.

Firm Information

Nancy Schneider 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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Nancy Schneider’s Registration & Firm History

AZ

01/07/2021 - Present

Independent Wealth Network, Inc. (Phoenix AZ)

AZ

08/28/2017 - 12/31/2023

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Phoenix AZ)

AZ

10/07/2015 - 04/07/2016

HORACE MANN INVESTORS, INC. (Phoenix AZ)

AZ

12/22/2011 - 06/26/2014

VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

01/12/2007 - 09/07/2010

NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)

AZ

01/02/1998 - 12/31/2006

VSR FINANCIAL SERVICES, INC. (PHOENIX AZ)

AZ

07/02/1992 - 12/31/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

10/25/1991 - 07/02/1992

PENTAD SECURITIES, INC. (SUN CITY AZ)

AZ

01/23/1990 - 10/14/1991

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Carol Schneider.
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