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Scott Allan McCord

Independent Wealth Network, Inc.

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About Scott Allan McCord

Scott McCord is an Investment Advisor Representative with Independent Wealth Network, Inc. Scott has over 15 years of experience in the financial industry, holding licenses in Arizona, Florida, Illinois, Texas, and Wisconsin. Before joining Independent Wealth Network, Inc., Scott was a registered representative with AUSDAL FINANCIAL PARTNERS, INC., Cambridge Investment Research, Inc., and Morgan Stanley & Co. Incorporated. Scott also serves as Director of Impact Peoria, a non-profit organization. Scott is dedicated to providing clients with comprehensive financial advice and helping them achieve their financial goals.

Firm Information

Scott McCord 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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Scott McCord’s Registration & Firm History

IL

06/08/2020 - Present

Independent Wealth Network, Inc. (Peoria IL)

IL

06/01/2015 - 06/08/2020

AUSDAL FINANCIAL PARTNERS, INC. (Peoria IL)

IL

07/23/2008 - 06/04/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (EAST PEORIA IL)

IL

04/02/2007 - 06/06/2008

MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)

IL

03/29/2007 - 04/02/2007

MORGAN STANLEY DW INC. (PEORIA IL)

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Licenses & Designations

BOTH

Issued 04/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 03/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott Allan McCord. Review regulatory record here.
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