Jeffrey Lawrence Zupancic

Independent Wealth Network, INC.

31 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Independent Wealth Network, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,365 clients

Average Client Portfolio

$310K average

Assets Under Management

$422.6M

Fee Structure

Location

1202 E Maryland Ave Suite 1J, Phoenix, AZ, 85014

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2003

Denied

View Full SEC Report How to Read Disclosures

Other 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.