Andrew Endelman has been President & CCO of Independent Wealth Network since January 2025, is a control person of the firm and directly owns between 10% and 25% of it.
Independent Wealth Network, Inc. is an Urbandale, IA firm with $518M under management, 1,460 clients and 30 advisers across 20 offices, as of its March 2026 filing.
Andrew Endelman’s longest registration is the current one, 9 years at Independent Wealth Network since 2017. Before joining Independent Wealth Network in 2017, Andrew Endelman was registered through Investment Advisors Corp.
- – present · 9 yearsUrbandale, IA · Adviser representative · Firm CRD 286262
- Investment Advisors Corp– · 1 yearWest Des Moines, IA · Adviser representative · Firm CRD 117531
Investment adviser representative registrations
Andrew Endelman is registered as an investment adviser representative in 38 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Delaware, in October 2026.
- AlaskaSince 6 January 2025
- ArizonaSince 18 October 2021
- ArkansasSince 7 January 2025
- CaliforniaSince 7 November 2024
- ColoradoSince 2 January 2025
- DelawareSince 14 October 2026
- FloridaSince 13 November 2024
- GeorgiaSince 12 December 2024
- IllinoisSince 17 January 2025
- IndianaSince 21 November 2024
- IowaSince 11 September 2017
- KansasSince 2 January 2025
- LouisianaSince 12 December 2024
- MaineSince 2 December 2024
- MarylandSince 6 January 2025
- MassachusettsSince 4 November 2025
- MichiganSince 6 January 2025
- MinnesotaSince 21 May 2021
- MississippiSince 2 January 2026
- MissouriSince 2 January 2025
- NebraskaSince 6 November 2024
- NevadaSince 7 November 2024
- New HampshireSince 21 October 2025
- New MexicoSince 11 November 2024
- New YorkSince 6 November 2024
- North CarolinaSince 6 January 2025
- OhioSince 1 October 2024
- OklahomaSince 6 January 2025
- OregonSince 5 January 2025
- PennsylvaniaSince 3 January 2025
- South CarolinaSince 12 October 2026
- TexasResidentSince 2 January 2025
- UtahSince 7 November 2024
- VirginiaSince 2 January 2025
- WashingtonSince 2 January 2025
- West VirginiaSince 7 November 2024
- WisconsinSince 31 July 2024
- WyomingSince 6 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Gregory Endelman
- CRD
- 6248004
- Firm
- Independent Wealth Network · CRD 286262
- Role
- President & CCO
- Office
- 2350 NW 128TH ST, Urbandale, IA 50323
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Endelman work?
Andrew Endelman has been President & CCO of Independent Wealth Network, Inc. since January 2025, and is a control person of the firm.
Is Andrew Endelman a financial advisor?
Yes. Andrew Endelman has a current investment-adviser registration in Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming, through Independent Wealth Network since September 2017.
How many years of experience does Andrew Endelman have?
Andrew Endelman has 10 years in the financial industry, since March 2016, across 2 adviser firms.
What exams has Andrew Endelman passed?
Andrew Endelman passed the Series 65 in January 2016.
Where did Andrew Endelman work before Independent Wealth Network?
Before Independent Wealth Network, Andrew Endelman was registered through Investment Advisors Corp, January 2016 to July 2017.
Where is Andrew Endelman based?
Andrew Endelman’s registered office is in Urbandale, IA.
Is Andrew Endelman registered with FINRA?
No. Andrew Endelman has no current broker registration.
How can I verify Andrew Endelman’s record?
Search CRD 6248004 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Endelman’s full registration record.
