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Scott Mccord

Advisor at Independent Wealth Network, Inc.

Updated today
Independent Wealth Network, Inc. logo

Firm

Independent Wealth Network, Inc.

Location

Peoria, IL

Credentials

Series 66

Industry experience

18 years

About

Scott Mccord is a financial advisor with Independent Wealth Network, Inc. in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners Inc. and currently serves as a mental game coaching professional with Elite Performance Coaching. Outside of finance, he is a board member of the nonprofit Impact Peoria and volunteers as a youth baseball coach for Canes Baseball Central Illinois. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through a combination of fundamental and technical analysis, trading techniques, and ongoing portfolio oversight.

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

Peoria, IL

Most active in

Florida · Illinois · Texas

Work history

Elite Performance Coaching

2023 - Present (3 years)

Independent Wealth Network, Inc.

2020 - Present (6 years)

Anthem Financial

2020 - Present (6 years)

Ausdal Financial Partners Inc

2015 - 2020 (5 years)

Ausdal Financial Partners Inc

2015 - 2020 (5 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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Brett D

Series 65

East Peoria, IL

Douglas Capital Management, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner
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Dennis F

CFP®, ChFC®, Series 63, Series 65

Hanna City, IL

Fulkerson Financial Services, LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Wealth management Annuities
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Collin R

ChFC®, Series 63, Series 65

Peoria, IL

Reatherford Wealth Management LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive
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James W

ChFC®, Series 65

Pekin, IL

Wolf Financial Advisors LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)

Passive / index investing Active portfolio management General tax planning Young Professionals Gen X (Born 1965-1980)
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Todd H

Series 63, Series 65

Peoria, IL

Nash-Hasty Private Wealth Management

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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