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David Rigg

Advisor at Independent Wealth Network, Inc.

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Independent Wealth Network, Inc. logo

Firm

Independent Wealth Network, Inc.

Location

Sanger, TX 76266

Credentials

Series 66

Industry experience

10 years

About

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Client services

Based on Independent Wealth Network, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Wealth Network, Inc.

Options & derivatives strategies

Fee options

Fixed

Single fee for service possible under Financial Planning & Consulting Agreement

Project-based

Hourly fees may be charged for extraordinary financial planning or consulting services

Subscriptions

Retainer fee possible for Financial Planning & Consulting Services for a period not to exceed six months

Other

Fee-only: Fees negotiated based on complexity; may be single fee, hourly fee, or retainer (up to six months) for Financial Planning and Consulting Services

Location

Kfa Financial, 400 Bolivar Street, Po Box 550

Sanger, TX 76266

Most active in

Colorado · Florida · Illinois · Louisiana · Missouri · Nebraska · Nevada · New Mexico · North Carolina · Oklahoma · Texas

Work history

KFA Financial

2018 - Present (8 years)

Independent Wealth Network, Inc.

2018 - Present (8 years)

Southwest Airlines

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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