AE
Andrew G. Endelman
INDEPENDENT WEALTH NETWORK
Urbandale, IA 50323
Some features on this profile are disabled
CRD#: 6248004
AE
Professional summary
Andrew Gregory Endelman, who also goes by Andrew Endelman, is a registered financial advisor currently at INDEPENDENT WEALTH NETWORK, INC. located in Urbandale, Iowa.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Endelman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Villas of Ashworth Glen Homeowners Association; non-investment related; HOA; Board Member; Homeowner; 02/01/23; 3 hours per month; 0 during trading hours; assist with annual budgeting, project management, and overall strategic management of 11 buildings/88 homeowners. 2. Rittelman Holdings, LLC; non-investment related; 119 Traer St. Greene, IA 50636; Commercial Real Estate; Owner; 10/01/2023; 12 hours per month; 0 during trading hours; owner 3. Back Nine Iowa; non-investment related;; 119 E. Traer St. Greene, IA 50636; Golf Simulator Business; Owner; 12/01/2023; 8 hours per month; 0 during trading hours; handle day to day operations remotely through Quickbooks
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Gregory Endelman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 11, 2017 - Present
INDEPENDENT WEALTH NETWORK, INC.
Office #1: 2350 Nw 128th St, Urbandale, IA 50323RIA
CRD#: 286262
Urbandale, IA
Past
January 19, 2016 - July 26, 2017
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
WEST DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INDEPENDENT WEALTH NETWORK, INC.
ANTHEM FINANCIAL PARTNERS | SUNBURST FINANCIAL MANAGEMENT | PREFERRED WEALTH MANAGEMENT LLC | POINDEXTER FINANCIAL GROUP | M.A.S.FINANCIAL AND TAX GROUP | LUCASIAN WEALTH MANAGEMENT | KRAMER WEALTH ADVISORY | KFA FINANCIAL | INDEPENDENT WEALTH NETWORK, INC. | INDEPENDENT WEALTH NETWORK GROUP | HOLT ADVISORY GROUP | GILCHRIST WEALTH MANAGEMENT | ETZEL FINANCIAL RESOURCES | DV FINANCIAL | CAPITAL INSURANCE & FINANCIAL SERVICES LLC | BEACON FINANCIAL SERVICES | ARCHER FINANCIAL PARTNERS
CRD#: 286262 / SEC#: 801-110559
RIA
Registered Investment Advisory firm - (6/1/2017 Approved)Ohio
Registered Investment Advisory firm - (8/26/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(1/6/2025)
IAR
Arizona(10/18/2021)
IAR
Arkansas(1/7/2025)
IAR
California(11/7/2024)
IAR
Colorado(1/2/2025)
IAR
Florida(11/13/2024)
IAR
Georgia(12/12/2024)
IAR
Illinois(1/17/2025)
IAR
Indiana(11/21/2024)
IAR
Iowa(9/11/2017)
IAR
Kansas(1/2/2025)
IAR
Louisiana(12/12/2024)
IAR
Maine(12/2/2024)
IAR
Maryland(1/6/2025)
IAR
Massachusetts(11/4/2025)
IAR
Michigan(1/6/2025)
IAR
Minnesota(5/21/2021)
IAR
Mississippi(10/2/2025)
IAR
Missouri(1/2/2025)
IAR
Nebraska(11/6/2024)
IAR
Nevada(11/7/2024)
IAR
New Hampshire(10/21/2025)
IAR
New Mexico(11/11/2024)
IAR
New York(11/6/2024)
IAR
North Carolina(1/6/2025)
IAR
North Dakota(1/17/2025)
IAR
Ohio(10/1/2024)
IAR
Oklahoma(1/6/2025)
IAR
Oregon(1/5/2025)
IAR
Pennsylvania(1/3/2025)
IAR
South Dakota(7/8/2025)
IAR
Texas(1/2/2025)
IAR
Utah(11/7/2024)
IAR
Virginia(1/2/2025)
IAR
Washington(1/2/2025)
IAR
West Virginia(11/7/2024)
IAR
Wisconsin(7/31/2024)
IAR
Wyoming(1/6/2025)
Current Firm
IW
INDEPENDENT WEALTH NETWORK, INC.
ANTHEM FINANCIAL PARTNERS | SUNBURST FINANCIAL MANAGEMENT | PREFERRED WEALTH MANAGEMENT LLC | POINDEXTER FINANCIAL GROUP | M.A.S.FINANCIAL AND TAX GROUP | LUCASIAN WEALTH MANAGEMENT | KRAMER WEALTH ADVISORY | KFA FINANCIAL | INDEPENDENT WEALTH NETWORK, INC. | INDEPENDENT WEALTH NETWORK GROUP | HOLT ADVISORY GROUP | GILCHRIST WEALTH MANAGEMENT | ETZEL FINANCIAL RESOURCES | DV FINANCIAL | CAPITAL INSURANCE & FINANCIAL SERVICES LLC | BEACON FINANCIAL SERVICES | ARCHER FINANCIAL PARTNERS
CRD#: 286262 / SEC#: 801-110559
RIA
Registered Investment Advisory firm - (6/1/2017 Approved)Ohio
Registered Investment Advisory firm - (8/26/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2350 Nw 128th St, Urbandale, IA 50323
Mailing Address
Phone number
(515) 461-5123
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,626 |
| AUM (Assets Under Management) | $ 422,577,169 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENT WEALTH NETWORK, INC.
CRD#: 286262Urbandale, IA 50323TRUST BUT VERIFY
Monitor Andrew Endelman
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
