Robert Irish has been an investment adviser representative at Independent Wealth Network since September 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.
- – present · under a yearPhoenix, AZ · Adviser representative · Firm CRD 286262
Investment adviser representative registrations
Robert Irish is registered as an investment adviser representative in Arizona, since September 2026.
- ArizonaSince 11 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert John Irish
- CRD
- 8322492
- Firm
- Independent Wealth Network · CRD 286262
- Office
- Preferred Wealth Management, 1202 E. Maryland Ave. Ste. 1J, Phoenix, AZ 85014
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Irish work?
Robert Irish is an investment adviser representative registered through Independent Wealth Network, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Irish a financial advisor?
Yes. Robert Irish has a current investment-adviser registration in Arizona, through Independent Wealth Network since September 2026.
How many years of experience does Robert Irish have?
Robert Irish has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Robert Irish passed?
Robert Irish passed the Series 65 in June 2026.
Where is Robert Irish based?
Robert Irish’s registered office is in Phoenix, AZ.
Is Robert Irish registered with FINRA?
No. Robert Irish has no current broker registration.
How can I verify Robert Irish’s record?
Search CRD 8322492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Irish’s full registration record.
