Patrick OwensCRD Number: 6336951
Current Firm: Independent Wealth Network, Inc.
Patrick Owens (CRD# 6336951) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Urbandale, IA and has over 7 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Dv Financial||Urbandale, IA||Aug 2020 - Current||1|
|Wells Fargo Clearing Services, LLC||Clive, IA||Nov 2016 - Jul 2020||3|
|Wells Fargo Bank Na||Clive, IA||Nov 2010 - Jul 2020||9|
|Wells Fargo Advisors LLC||Clive, IA||May 2014 - Nov 2016||2|
|Ups||Des Moines, IA||Oct 2008 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management240MILLIONS
Total Number of Accounts1,774ACCOUNTS
Average Account Value$135,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY
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