Timothy Mark Stoleson
Investment adviser representative at Independent Wealth Network, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Emerson Equity LLCOct 2026 to now
- Independent Wealth Network, Inc.Mar 2026 to now
- Preferred Wealth Management, LLCJun 2024 to now
- Zupancic Financial Group IncJun 2024 to now
- UnemployedJun 2022 to Jun 2023
- Legatum LimitedMar 2022 to May 2022
- UnemployedNov 2021 to Mar 2022
- StudentMay 2021 to Nov 2021
- University ImpactJul 2020 to Feb 2021
- Westmont College Aquatics CenterSep 2019 to Feb 2020
- Full Time Student - Westmont CollegeAug 2017 to May 2021
- Student - George Washington Online AcademyJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7960441
- Firm CRD
- 286262