Jeffrey
Zupancic
Independent Wealth Network, Inc
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About this Advisor
Jeffrey Zupancic is a financial advisor based in Phoenix, Arizona, working with Independent Wealth Network, Inc. Jeffrey has previously held positions at Broker Dealer Financial Services, Independent Wealth Network, Inc, Brokers International Financial Services, and Brokers International Financial Services, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Currently, Jeffrey is part of Independent Wealth Network, Inc, which operates out of Phoenix, Arizona. The firm has 16 offices and 25 employees. The firm manages assets totaling $358.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Independent Wealth Network, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$358,327,384
25
2,499
$143,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Zupancic Work History
Independent Wealth Network, Inc
Brokers International Financial Services
Brokers International Financial Services, LLC
Broker Dealer Financial Services
Disclosures
Please visit the SEC profile of Jeffrey Zupancic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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