← Tributary

INDEPENDENT WEALTH NETWORK, INC.

URBANDALE, IA · CRD 286262 · IAPD ↗ · kramerwealthadvisory.com · 515-461-5123

$518.4MRegulatory AUM
30Advisory reps
37Employees
12Clients
51-100Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — INDEPENDENT WEALTH NETWORK, INC. changed its website from masfinancialandtax.com to kramerwealthadvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — INDEPENDENT WEALTH NETWORK, INC. added office(s): 16 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — INDEPENDENT WEALTH NETWORK, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — INDEPENDENT WEALTH NETWORK, INC. crossed $500M in regulatory AUM ($422.6M -> $518.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — INDEPENDENT WEALTH NETWORK, INC. grew from 25 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2026 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2025 — INDEPENDENT WEALTH NETWORK, INC. changed its website from prescottfinancialadvisor.net to masfinancialandtax.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
December 2025 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in MA, MS, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2025 — INDEPENDENT WEALTH NETWORK, INC. changed its website from indwealth.net to prescottfinancialadvisor.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2025 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — INDEPENDENT WEALTH NETWORK, INC. notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.