Independent Wealth Network, Inc
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About this Advisor
Lucas Bielfelt is a financial advisor working in Ames, Iowa, who has been in the advisory business for 12 years. Bielfelt currently works for Independent Wealth Network, Inc. During their career, Bielfelt has held roles at Cambridge Investment Research, Inc, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Rda Financial Network, Brokers International Financial Services, LLC, United Planners Financial Services, Lucasian Wealth Management, Ames Golf & Country Club and Independent Wealth Network. Bielfelt has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa, Minnesota, Wisconsin and Missouri. Independent Wealth Network, Inc is a firm that has its headquarters in Ames, Iowa. The investment advisory business has offices in 12 locations and a total of 16 advisors. It oversees $102 million in assets across its 843 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 843 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. Independent Wealth Network, Inc provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on the type of financial services. Fees billed by Independent Wealth Network, Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Independent Wealth Network, Inc Brokerage Details
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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 12 years of experience.
Brokers International Financial Services, LLC
Independent Wealth Network
Lucasian Wealth Management
United Planners Financial Services
Cambridge Investment Research, Inc
Rda Financial Network
Ames Golf & Country Club
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Lucas Bielfelt has no disclosures.
Please visit their SEC profile for more details.