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
Sanger, TX 76266
Credentials
Series 63, Series 65
Industry experience
8 years
Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Independent Wealth Network since 2019 and also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing 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 using a variety of investment approaches.
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
Kfa Financial, 400 Bolivar St, Po Box 550
Sanger, TX 76266
Texas
Independent Wealth Network
2019 - Present (7 years)
Fort Worth Fire Department
2018 - Present (8 years)
Unemployed/Homemaking
2018 - 2018 (1 year)
TD Ameritrade
2018 - 2018 (1 year)
Unemployed/Homemaker
2017 - 2018 (1 year)
Broker Dealer Financial Services Corp.
2016 - 2017 (1 year)
Unemployed/Homemaking
2015 - 2016 (1 year)
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, Series 66
Denton, TX
Red Tree Investments
CFP®, Series 63
Denton, TX
P38 Enterprises, Inc.
Series 66
Krugerville, TX
Winten Investment Partners, LLC
Series 65
Denton, TX
AESOP ADVISOR, LLC
CFP®, Series 65
Denton, TX
Hedgefield Wealth Management
Series 63
Denton, TX
Elm Asset Management Inc.
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