Timothy J Oberley
Investment adviser representative at Independent Wealth Network, Inc.
20 yearsExperience
4 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
20 years in the industry.
- Independent Wealth Network, Inc.Mar 2001 to now
- Lasalle ST. Securities, L.L.C.Jan 2013 to Feb 2021
- Ohio National Financial ServicesJun 2007 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (IN, MI, OH, VA).
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
- 5348077
- Firm CRD
- 286262