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Scott T Etzel

Independent Wealth Network, Inc.

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About Scott T Etzel

Scott Etzel is a financial advisor with Independent Wealth Network, Inc. Scott has been in the industry since 2008. Scott has held previous roles at Securities Management & Research, Inc., Broker Dealer Financial Services Corp. and Wells Fargo Advisors, LLC. Scott is registered in California, Colorado, Florida, Illinois, Iowa, Minnesota, Nevada, New York, Oklahoma and Texas. Scott also holds the Series 7TO, SIE, and Series 7 securities licenses. Scott specializes in financial planning, pension consulting and selection of other advisors.

Firm Information

Scott Etzel 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 Etzel’s Registration & Firm History

IA

01/24/2024 - Present

Independent Wealth Network, Inc. (URBANDALE IA)

IA

09/21/2018 - 11/04/2020

SECURITIES MANAGEMENT & RESEARCH, INC. (WAUKEE IA)

IA

07/21/2010 - 09/24/2018

BROKER DEALER FINANCIAL SERVICES CORP. (WAUKEE IA)

IA

05/12/2008 - 07/14/2010

WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott T Etzel.
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