GB
Gary W. Bilyeu
INDEPENDENT WEALTH NETWORK
Sanger, TX 76266
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CRD#: 6457268
GB
Professional summary
Gary Wayne Bilyeu is a registered financial advisor currently at INDEPENDENT WEALTH NETWORK, INC. located in Sanger, Texas.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. SANGER CITY COUNCIL; MUNICIPALITY/LOCAL GOVERNMENT; COUNCILMAN - VOTE ON CITY-RELATED MATTERS; 15-20 HOURS PER MONTH/0-1 DURING TRADING HOURS. 2. VARIOUS INSURANCE PROVIDERS DBA KFA; NOT INVESTMENT RELATED; 400 BOLIVAR STREET, SANGER, TX, 76266; FIXED INSURANCE SALES; INSURANCE AGENT; 100% OWNER; 04/2025; 5 HOURS PER MONTH; 5 DURING TRADING HOURS; LICENSED TO SELL ALL LINES OF FIXED INSURANCE 3. SANGER EDUCATION FOUNDATION - SANGER, TX; ADMIN. COMMITTEE MEMBER - ATTEND MEETINGS, ASSIST WITH COMMUNITY SERVICE; NON-PROFIT; 5-10 HOURS PER MONTH SPENT ON THIS ACTIVITY/0-1 DURING TRADING HOURS. 4. TRIBE & TRUST LEADERSHIP; NON-INVESTMENT RELATED; PROVE INSTRUCTION AND TEACH CLASSES ON LEADERSHIP; INSTRUCTOR; 01/15/2024; 10 HOURS PER MONTH / 0 DURING TRADING HOURS. 5. COWTOWN WARRIORS; NON-INVESTMENT RELATED: PO BOX 1295 FORT WORTH, TX 76101; NON-PROFIT ORGANIZATION TO ASSIST VETERANS; BOARD MEMBER; 10/01/2024; 4 HOURS PER MONTH / 0 DURING TRADING HOURS; SERVE ON THE BOARD OF DIRECTORS TO ASSESS THE NEEDS, LOCATE AND RECOMMEND SOLUTIONS FOR VETERANS IN NEED.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Wayne Bilyeu'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 4, 2018 - Present
INDEPENDENT WEALTH NETWORK, INC.
Office #1: Kfa Financial 400 Bolivar St, Po Box 550, Sanger, TX 76266RIA
CRD#: 286262
Sanger, TX
Past
April 13, 2015 - September 4, 2018
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
ADDISON, TX
Past
April 13, 2015 - September 4, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
ADDISON, TX
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
California(1/4/2019)
IAR
Louisiana(1/3/2019)
IAR
Ohio(6/6/2022)
IAR
Texas(9/4/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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
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Company Information
INDEPENDENT WEALTH NETWORK, INC.
CRD#: 286262Sanger, TX 76266TRUST BUT VERIFY
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