Mark Chalem
Investment adviser representative at Independent Wealth Network, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$518.4MFirm assets
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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
10 years in the industry.
- Independent Wealth Network, Inc.May 2026 to now
- Edward JonesMay 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (GA, IL, MA, 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
- 6636976
- Firm CRD
- 286262