Mark Chalem has been an investment adviser representative at Independent Wealth Network since May 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Mark Chalem is Founder of 1618 Wealth in Carbondale, Illinois, where advisory services are offered through Independent Wealth Network, Inc. After working as a financial advisor at a large national firm, he started the practice to offer financial planning to people in Southern Illinois.
Mark Chalem’s longest registration was 9 years at Edward Jones (2016–2026). Before joining Independent Wealth Network in 2026, Mark Chalem was registered through Edward Jones.
- – present · under a yearCarbondale, IL · Adviser representative · Firm CRD 286262
- Edward Jones– · 9 yearsMurphysboro, IL · Adviser representative · Firm CRD 250
Professional designations
Listed by Independent Wealth Network
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mark Chalem is registered as an investment adviser representative in 4 states. The first approvals date from May 2026; the most recent is Georgia, in June 2026.
- GeorgiaSince 29 June 2026
- IllinoisSince 4 May 2026
- MassachusettsSince 19 May 2026
- TexasSince 4 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 June 2016 |
| Series 7 | General Securities Representative Examination | 9 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6636976
- Firm
- Independent Wealth Network · CRD 286262
- Office
- Carbondale, IL
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 1618wealth.com
Where does Mark Chalem work?
Mark Chalem is an investment adviser representative registered through Independent Wealth Network, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mark Chalem a financial advisor?
Yes. Mark Chalem has a current investment-adviser registration in Georgia, Illinois, Massachusetts and Texas, through Independent Wealth Network since May 2026.
How many years of experience does Mark Chalem have?
Mark Chalem has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Mark Chalem passed?
Mark Chalem has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Mark Chalem with the SIE, which began in October 2018.
Where did Mark Chalem work before Independent Wealth Network?
Before Independent Wealth Network, Mark Chalem was registered through Edward Jones, August 2016 to April 2026.
Where is Mark Chalem based?
Mark Chalem’s registered office is in Carbondale, IL.
Is Mark Chalem registered with FINRA?
No. Mark Chalem has no current broker registration.
Is Mark Chalem a CFP?
Independent Wealth Network lists Mark Chalem with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Chalem’s record?
Search CRD 6636976 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Chalem’s full registration record.
