Lucas
Bielfelt

Independent Wealth Network, Inc

CRD#5171046
Investment Advisor
in Boone, IA

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About this Advisor

Lucas Bielfelt is an advisor whose office is in Boone, Iowa. Currently an investment advisor with Independent Wealth Network, Inc, they have accumulated 13 years of work experience as a financial advisor. Bielfelt maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bielfelt can work with customers in Iowa, Minnesota, Missouri and Wisconsin. Throughout their career, they have worked at Cambridge Investment Research, Inc, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Rda Financial Network, United Planners Financial Services, Lucasian Wealth Management, Ames Golf & Country Club, Independent Wealth Network and Brokers International Financial Services, LLC. Independent Wealth Network, Inc is based out of Boone, Iowa, and operates out of 15 additional locations in the nation. As a company, Independent Wealth Network, Inc manages $149 million in assets covering 1,491 accounts and retains 20 staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the country. The firm manages 1,109 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Independent Wealth Network, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Lucasian Wealth Management Inc. 1353 Morning Glory Rd
Boone, IA 50036

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Independent Wealth Network, Inc Brokerage Details

Total Assets Under Management

$148,489,954

IA Average: $9,259,360,772
Total Number of Employees

20

IA Average: 166
Total Number of Accounts

1,491

IA Average: 7,189
Average Account Size

$99,591

IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lucas Bielfelt Work History

Lucas has 14 years of experience.

2018 - Present (2 years)

Independent Wealth Network

2018 - Present (2 years)

Brokers International Financial Services, LLC

2006 - Present (14 years)

Lucasian Wealth Management

2016 - 2018 (2 years)

United Planners Financial Services

2014 - 2016 (2 years)

Cambridge Investment Research, Inc

2014 - 2018 (4 years)

Rda Financial Network

2014 - 2016 (2 years)

Ames Golf & Country Club

2006 - 2014 (8 years)

Thrivent Investment Management Inc

2006 - 2014 (8 years)

Thrivent Financial For Lutherans

Disclosures

Lucas Bielfelt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Independent Wealth Network, Inc

Michael Rodgers
Warrenville, IL
Enrique Hernandez
El Paso, TX
James Poindexter
Prescott, AZ
Andrew Endelman
Urbandale, IA
Kevin Mccann
Fort Worth, TX
Charles Morgan
Lubbock, TX
Nancy Schneider
Phoenix, AZ
Lucas Bielfelt
Boone, IA

This content was compiled from the SEC and FINRA.

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