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Timothy J Oberley

Independent Wealth Network, Inc.

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About Timothy J Oberley

Timothy Oberley is a registered investment advisor representative with Independent Wealth Network, Inc. based in Ft. Wayne, IN. Timothy has been in the financial services industry since 2007. Timothy has obtained Series 7, 63, 66, and 24 licenses. He has prior experience with LaSalle St. Securities, L.L.C., Merrill Lynch, Pierce, Fenner & Smith Incorporated and The O.N. Equity Sales Company.

Firm Information

Timothy Oberley 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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Timothy Oberley’s Registration & Firm History

IN

02/17/2021 - Present

Independent Wealth Network, Inc. (Ft. Wayne IN)

IN

01/09/2013 - 02/17/2021

LASALLE ST SECURITIES, L.L.C. (FORT WAYNE IN)

IN

02/03/2010 - 12/19/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)

IN

12/20/2007 - 02/11/2010

THE O.N. EQUITY SALES COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 03/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Timothy J Oberley. Review regulatory record here.
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