Ryan
Timmins

Independent Wealth Network, Inc

CRD#7393751
Investment Advisor
in Frederick, MD

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About this Advisor

Ryan Timmins is a financial advisor based out of Frederick, Maryland who has 1 year of industry experience. Timmins is an advisor for Independent Wealth Network, Inc. During their career, Timmins has held roles at Callahans Bar And Grill, University Of Maryland, College Park, Gov Thomas Johnson High School, Independent Wealth Network, Inc and Monocacy Middle School. Timmins holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Maryland and Pennsylvania. Independent Wealth Network, Inc is an advisory company based out of Urbandale, IA. The firm has offices in 16 locations and a total of 27 people on staff. It manages $293 million in assets under management between its 2,298 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,298 customer accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Independent Wealth Network, Inc performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on the services provided. Fees charged by Independent Wealth Network, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Holt Advisory Group 6 West 2Nd St. Suite F
Frederick, MD 21701

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Independent Wealth Network, Inc Brokerage Details

Total Assets Under Management

$292,821,944

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

27

MD Average: 166
Total Number of Accounts

2,298

MD Average: 7,189
Average Account Size

$127,425

MD Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ryan Timmins Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Independent Wealth Network, Inc

2018 - 2018 (< 1 year)

Callahans Bar And Grill

2018 - 2022 (4 years)

University Of Maryland, College Park

2014 - 2018 (4 years)

Gov Thomas Johnson High School

2011 - 2014 (3 years)

Monocacy Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Timmins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Wealth Network, Inc

Stephen Gilchrist
Los Angeles, CA
Steven Collier
Sanger, TX
Erik Blase
Urbandale, IA
Michael Rodgers
Warrenville, IL
Jared Kramer
Grimes, IA
Nancy Schneider
Phoenix, AZ
Ryan Timmins
Frederick, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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