Independent Wealth Connections Employee Directory

Q: What is Independent Wealth Connections known for?

Independent Wealth Connections was founded in 2009. Independent Wealth Connections operates in the Financial Services industry.

Financial ServicesWashington, United States11-50 Employees

The mission of Independent Wealth Connections is to deliver wealth planning and management services in a cost-effective, client-centered environment.

Independent Wealth Connections works with family-owned businesses and affluent individuals to help build, manage, preserve and transfer wealth.

Financial Planning for business owners, professionals and their families. Qualified and non-qualified retirement plans including ESOPs and 401Ks.

Securities services offered through LPL Financial, Member FINRA/SIPC

 
The financial consultants at Independent Wealth Connections are registered representatives with and, securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA/SIPC.
www.finra.org and www.sipc.org

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 


Independent Wealth Connections, LLC dos not offer tax or legal advice.

Find Independent Wealth Connections employees' phone numbers or email addresses

Independent Wealth Connections Global Highlights

North America
13

United States Of America
13

Independent Wealth Connections's Leadership

L. B.
Cashier/Concierge
Mobile Phone
Email
D. M.
Click Here To Visit My Profile
Mobile Phone
Email
F. M.
Service Associate
Mobile Phone
Email
K. P.
Para
Mobile Phone
Email
T. M.
Closing Gift Consultant
Mobile Phone
Email
R. F.
Mobile Phone
Email

Contact profiles from Independent Wealth Connections

Name

Title

Contact Info

Location

Last Update

L. B.
Cashier/Concierge
Mobile Phone
Email
Oct 26, 2025
D. M.
Click Here To Visit My Profile
Mobile Phone
Email
UNITED STATES
Nov 26, 2024
F. M.
Service Associate
Mobile Phone
Email
Oct 17, 2024
K. P.
Para
Mobile Phone
Email
Oct 23, 2024
T. M.
Closing Gift Consultant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. F.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Independent Wealth Connections known for?

Independent Wealth Connections was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-509-931-****

. Explore Independent Wealth Connections's company overview page for more information.

What is Independent Wealth Connections's most common email format?

Independent Wealth Connections employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Wealth Connections email formats with LeadIQ.

How many employees does Independent Wealth Connections have currently?

Independent Wealth Connections has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Independent Wealth Connections's key employees and leadership?

As of December 2025, Independent Wealth Connections's key employees include:

Cashier/Concierge: L. B.
Click Here To Visit My Profile: D. M.
Service Associate: F. M.
Para: K. P.
Closing Gift Consultant: T. M.

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