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    Independent Wealth Connections

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    Description

    • The mission of Independent Wealth Connections is to deliver wealth management services in a cost effective, client centered environment. Independent Wealth Connections works with family owned businesses and affluent individuals to help build, manage, protect and transfer wealth. Investment Planning for business owners, professionals and their families. Qualified and non-qualified retirement plans including ESOPs and 401Ks. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Independent Wealth Connections is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 512-697-6000. www.finra.org and www.sipc.org DISCLOSURE: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Independent Wealth Connections is not affiliated with Kestra IS or Kestra AS. Independent Wealth Connections, LLC and Kestra Investment Services, LLC do not offer tax or legal advice.
    • location

      Headquarters:2610 North Pines Road , Spokane Valley, Washington, United States

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    • Independent Wealth Connections phone

      Phone Number: +1 509-931-1077

    • Independent Wealth Connections website

      Website: https://www.independentwealthconnections.com

    • Independent Wealth Connections employees

      Employees:7

    • Independent Wealth Connections revenue

      Revenue:$1 - 10M

    • Independent Wealth Connections legal name

      Legal Name:Independent Wealth Connections

    • Independent Wealth Connections's Social Media

      Independent Wealth Connections linkedin Independent Wealth Connections facebook Independent Wealth Connections twitter
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    • |  NAICS Code: 523920  |

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    Person level website identification

    Marketing Director for Independent Wealth Connections

    Toni Nersesian

    Marketing Director

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Toni Nersesian

    Marketing Director

    Violet Morgan

    Operations Manager

    Frequently Asked Questions regarding Independent Wealth Connections

    • Where are Independent Wealth Connections's Headquarters?

      Independent Wealth Connections's Headquarters are in 2610 North Pines Road ,Spokane Valley,Washington,United States

    • What is Independent Wealth Connections's phone number?

      Independent Wealth Connections's phone number is +1 509-931-1077

    • What is Independent Wealth Connections's official website?

      Independent Wealth Connections's official website is https://www.independentwealthconnections.com

    • What is Independent Wealth Connections's Revenue?

      Independent Wealth Connections's revenue is $1 - 10M

    • What is Independent Wealth Connections's NAICS code?

      Independent Wealth Connections's NAICS code is 523920

    • How many employees are working in Independent Wealth Connections

      Independent Wealth Connections has 7 employees

    • What is Independent Wealth Connections's Industry?

      Independent Wealth Connections is in the industry of Financial Services

    • Who is Independent Wealth Connections's Marketing Director?

      Independent Wealth Connections's Marketing Director is Toni Nersesian

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