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.
Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, holding a Series 65 designation. He has worked in the financial industry since 2023, including roles at Preferred Wealth Management, LLC and Pro 10:22 1, 2, 3. Prior to his advisory career, he was a student at Westmont College and engaged in various roles related to aquatics centers. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors investment strategies to client goals and risk tolerances using a combination of 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
Prefered Wealth Management, Llc, 1202 E. Maryland Ave. Suite 1 J
Phoenix, AZ 85014
Arizona
Independent Wealth Network, Inc.
2026 - Present (1 year)
Preferred Wealth Management, LLC
2024 - Present (2 years)
Pro 10:22 1, 2, 3
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Legatum Limited
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Student
2021 - 2021 (1 year)
University Impact
2020 - 2021 (1 year)
Westmont College Aquatics Center
2019 - 2020 (1 year)
Full Time Student - Westmont College
2017 - 2021 (4 years)
Flagstaff Aquaplex
2016 - 2016 (1 year)
Student - George Washington Online Academy
2016 - 2017 (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.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
