Ross Charles Bonifield
Investment adviser representative at Independent Wealth Network, Inc.
13 yearsExperience
18 statesRegistered in
$518.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Emerson Equity LLCJan 2024 to now
- Independent Wealth Network, Inc.Aug 2017 to now
- Brokers International Financial Services, LLCAug 2017 to Dec 2023
- Broker Dealer Financial Services CorpOct 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 18 states (AZ, CA, CO, FL, IA, IL, KS, MI, MN, MO, MS, NC, NE, OR, PA, TX, WA, WI).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3074157
- Firm CRD
- 286262