Timothy Mark Stoleson
Investment Adviser Representative at Independent Wealth Network, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Mark Stoleson is an investment adviser representative with Independent Wealth Network, Inc. in Phoenix, AZ, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Legatum LimitedMar 2022 – May 2022Dubai
- University ImpactJul 2020 – Feb 2021Provo, UT
- Westmont College Aquatics CenterSep 2019 – Feb 2020Santa Barbara, CA
- Student - George Washington Online AcademyJan 2016 – Aug 2017Dubai
- Full Time Student - Westmont CollegeAug 2017 – May 2021Santa Barbara, CA
- StudentMay 2021 – Nov 2021Phoenix, AZ
- UnemployedJun 2022 – Jun 2023Santa Barbara, CA
- Preferred Wealth Management, LLCJun 2024 – no end date reportedPhoenix, AZ
- Pro 10:22 1, 2, 3Jun 2023 – no end date reportedPhoenix, AZ
- UnemployedNov 2021 – Mar 2022Phoenix, AZ
- Independent Wealth Network, Inc.Mar 2026 – no end date reportedPhoenix, AZ
- Emerson Equity LLCOct 2026 – no end date reportedSan Mateo, CA
- Zupancic Financial Group IncJun 2024 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Wealth Network, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Urbandale, IA
- SEC file number:
- 801-110559
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Independent Wealth Network, Inc.
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Mark Stoleson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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