Jeffrey Zupancic
Jeffrey Zupancic is a registered investment advisor at Independent Wealth Network, INC., based in Urbandale, IA, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,365 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Wealth Network (IWN) is compensated with fees based on a percentage of the average daily value of your investments each month. The fees are deducted directly from your account. The exact management fee is negotiated between you and your advisor, but IWN requires a program fee of 0.10% of assets per year and does not allow advisors to charge more than 2.50% of assets per year. For accounts held away at other custodians, the program fee is higher.
Location
2350 NW 128th St, Urbandale, IA, 50323
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Jeffrey is the CEO/Founder/Owner of Preferred Financial Group, LLC, a marketing firm for securities products, and Preferred Wealth Management, LLC, an investment advisory firm. He also runs Preferred Group LLC, an insurance firm, and spends nearly full-time hours on each of these activities.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers International Financial Services, LLC.Broker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Financial West GroupBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.