Lucas
Bielfelt

Independent Wealth Network, Inc

CRD#5171046
Investment Advisor
in Ames, IA
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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

Series 66

Years of Experience

12 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. 56776 241St St, Suite 100
Ames, IA 50010

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Independent Wealth Network, Inc Brokerage Details

Total Assets Under Management

$101,679,530

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

16

IA Average: 166
Total Number of Accounts

843

IA Average: 7,189
Average Account Size

$120,616

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 12 years of experience.

2018 - Present (1 years)

Brokers International Financial Services, LLC

2018 - Present (1 years)

Independent Wealth Network

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

2006 - Present (13 years)

Lucasian Wealth Management

Disclosures

Lucas Bielfelt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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