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Jared Benjamin Kramer

Investment adviser representative at Independent Wealth Network, Inc.
14 yearsExperience
11 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

14 years in the industry.

  1. Independent Wealth Network, Inc.Jun 2021 to now
  2. Self EmployedNov 2012 to now
  3. Wellmark Blue Cross Blue ShieldJun 2016 to Nov 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 11 states (AZ, CA, CO, FL, IA, KS, MN, MO, MS, NE, OH).

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
6480372
Firm CRD
286262
Advisor's SEC record (opens in a new tab)
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