Scott T Etzel
Investment adviser representative at Independent Wealth Network, Inc.
16 yearsExperience
10 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
16 years in the industry.
- Independent Wealth Network, Inc.Nov 2020 to now
- Bfc Planning, IncSep 2018 to Nov 2020
- Securities Management & Research, Inc.Sep 2018 to Nov 2020
- Broker DealerJul 2010 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, FL, IA, IL, MN, NV, NY, OK, TX).
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
- 5505697
- Firm CRD
- 286262