Timothy Stoleson has been an investment adviser representative at Independent Wealth Network since March 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
Timothy Stoleson is registered as an investment adviser representative in Arizona, since March 2026.
- ArizonaSince 11 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 9 October 2026 |
| SIE | Securities Industry Essentials Examination | 10 June 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2025 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Mark Stoleson
- CRD
- 7960441
- Firm
- Independent Wealth Network · CRD 286262
- Office
- Prefered Wealth Management, LLC, 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Timothy Stoleson work?
Timothy Stoleson is an investment adviser representative registered through Independent Wealth Network, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Stoleson a financial advisor?
Yes. Timothy Stoleson has a current investment-adviser registration in Arizona, through Independent Wealth Network since March 2026.
How many years of experience does Timothy Stoleson have?
Timothy Stoleson has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Timothy Stoleson passed?
Timothy Stoleson has passed 3 licensing exams: the Series 65, SIE and Series 7TO. The earliest, the Series 65, was passed in December 2025.
Where is Timothy Stoleson based?
Timothy Stoleson’s registered office is in Phoenix, AZ.
Is Timothy Stoleson registered with FINRA?
Yes. Timothy Stoleson has a current broker registration, under CRD 7960441.
Source: FINRA BrokerCheck
How can I verify Timothy Stoleson’s record?
Search CRD 7960441 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Stoleson’s full registration record.
