Donald F Rosalez

Independent Wealth Network, INC.

33 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Independent Wealth Network, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,365 clients

Average Client Portfolio

$310K average

Assets Under Management

$422.6M

Fee Structure

Location

Preferred Wealth Management, 121 E. Birch Ave, Suite 404, Flagstaff, AZ, 86001

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History

Regulatory History (1)

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Criminal

February 1997

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald is a sole proprietor accountant and tax preparer at M.A.S. Financial Group, dedicating about half of his time to this activity. He also works as a registered representative marketing fixed insurance and securities through Preferred Financial Group, LLC, spending about half his time on this as well.