Advisor at Independent Wealth Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Wealth Network, Inc.
Location
Phoenix, AZ 85014
Credentials
Series 63, Series 65
Industry experience
31 years
Jeffrey Zupancic is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is the CEO and founder of multiple businesses, including a marketing firm and an insurance firm, and serves as a board member for a local homeowners association. Independent Wealth Network, Inc. provides advisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.
Based on Independent Wealth Network, Inc.
Single fee for service possible under Financial Planning & Consulting Agreement
Hourly fees may be charged for extraordinary financial planning or consulting services
Retainer fee possible for Financial Planning & Consulting Services for a period not to exceed six months
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
1202 E Maryland Ave Suite 1 J
Phoenix, AZ 85014
Arizona · Arkansas · California · Colorado · Florida · Illinois · Iowa · Kansas · Michigan · Minnesota · Missouri · Nebraska · New Jersey · New Mexico · North Carolina · Oregon · Pennsylvania · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Brokers International Financial Services
2021 - 2023 (2 years)
Independent Wealth Network, Inc.
2017 - Present (9 years)
Brokers International Financial Services, LLC
2017 - 2020 (3 years)
Broker Dealer Financial Services
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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Series 63, Series 65
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Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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