President & CCO · Independent Wealth Network, Inc.
Andrew G. Endelman
CRD 6248004 · Named on Form ADV at one SEC-registered adviser
At a glance
Independent Wealth Network, Inc., an SEC-registered wealth manager based in Urbandale, IA with $518 million in regulatory assets, lists Andrew G. Endelman on its Form ADV as President & CCO, a control person.
Firms and roles
- Independent Wealth Network, Inc.President & CCOWealth manager · Urbandale, IA · $518M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Arthur L. DinkinCFO, Independent Wealth Network, Inc.
- Jeffrey L. ZupancicCEO, Independent Wealth Network, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.