Independent Wealth Advisors, LLC

Jakub Kreuter is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and joined Independent Wealth Advisors in 2024. Independent Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, offering discretionary management and customized Investment Policy Statements. The firm employs a Strategic Wealth Management platform and emphasizes long-term trading informed by fundamental, quantitative, and cyclical analysis, supported by an internal Portfolio Analyst and Investment Committee.

Ethan Carr is a financial advisor at Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Axa Advisors, and Equitable Advisors. He also operates a separate business under the name Legacy Wealth Strategies. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a Strategic Wealth Management platform that incorporates long-term trading strategies based on cyclical, fundamental, and quantitative analysis. The firm offers customized investment solutions across a range of asset classes, supported by an internal Portfolio Analyst and Investment Committee.

Cristy Head is a financial advisor at Independent Wealth Advisors, LLC with five years of industry experience. She holds the Series 66 designation and has a background that includes a long-standing role with Said and Done LLC since 2007, alongside her advisory work. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a Strategic Wealth Management platform that emphasizes long-term trading guided by cyclical, fundamental, and quantitative analysis. The firm offers discretionary management with tailored Investment Policy Statements and supports client accounts through model portfolios developed by an internal Portfolio Analyst and Investment Committee.

David Hellinger is a financial advisor with Independent Wealth Advisors, LLC in Cary, NC, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2010 and joined Independent Wealth Advisors in 2024. Outside of his advisory role, he has experience selling fixed insurance products. Independent Wealth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a Strategic Wealth Management platform that includes mutual funds, equities, ETFs, fixed income, real estate funds, and selected non-U.S. securities. The firm emphasizes long-term trading guided by cyclical, fundamental, and quantitative analysis, supported by internal portfolio analysts and an investment committee.