Independent Wealth Network, Inc
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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
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 14 years of experience.
Independent Wealth Network
Brokers International Financial Services, LLC
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.
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