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
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
7 years
Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is involved in motivational speaking and consulting, has authored a book on sustainable living, serves as an executive producer and actor in the film industry, and teaches business and entrepreneurship at Doral College. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a tailored investment approach using fundamental and technical analysis, long- and short-term trading, options, margin, and third-party model providers, with ongoing client reviews and discretionary trading authority.
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
1200 Brickell Ave. Ste. 1950 #1153
Miami, FL 33131
California · Florida
Hornor Townsend & Kent LLC
2022 - Present (4 years)
Penn Mutual Life Insurance COmpany
2022 - Present (4 years)
Park Avenue securities
2018 - 2022 (4 years)
Guardian life Insurance Company
2018 - 2022 (4 years)
Northwestern Mutual Life Insurance Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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