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Steven Brant Collier

Independent Wealth Network, Inc.

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About Steven Brant Collier

Steven Collier is a financial advisor who has been in the industry since 2016. Steven is registered as an Investment Advisor Representative in Texas with Independent Wealth Network, Inc. Steven has worked for firms like TD Ameritrade, Inc. and Broker Dealer Financial Services Corp. Steven has a Series 63, Series 65, Series 7, and SIE licenses. Steven is also a firefighter and EMT. Steven's specialties include retirement planning, education planning, and financial planning.

Firm Information

Steven Collier 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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Steven Collier’s Registration & Firm History

TX

10/16/2019 - Present

Independent Wealth Network, Inc. (SANGER TX)

TX

01/26/2018 - 08/17/2018

TD AMERITRADE, INC. (Southlake TX)

TX

09/15/2016 - 01/03/2018

BROKER DEALER FINANCIAL SERVICES CORP. (DALLAS TX)

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Licenses & Designations

BC

Issued 03/14/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Brant Collier.
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