INVESTMENT NETWORK, INC.
Firm details
- Headquarters
- CANTON, Ohio
- CRD number
- 127724
- Registered since
- October 1, 2003
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Investment Network, Inc. is a corporation functioning primarily as an independent broker‑dealer and insurance broker. The firm has been SEC‑registered since 2003 and is owned by an individual. It describes itself as a capital allocator and offers a mix of advisory and brokerage services rather than operating solely as an asset manager. Its revenue model is mixed: it charges percentage‑of‑AUM fees in some situations and also uses hourly charges, fixed fees and commissions. Service lines include financial planning, portfolio management for individuals and small businesses, selection of other advisers and running educational seminars and workshops. The firm’s product and distribution footprint reflects its dual broker‑dealer/insurance role: in addition to discretionary and non‑discretionary advisory work, it distributes insurance and annuity products. Investment Network, Inc. does not identify as an active ESG investor and is not reported as a multi‑state or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 17DONALD WIECHART
Registered RepresentativeCRD 2052226
DANIEL PASCU
SalesCRD 1256032
SAMUEL CRAIG
CRD 1627746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CANTON, OH
STARK
Location
CANTON, OH
Headquartered in CANTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- STARK
- Address
- 4639 Whipple Ave NW
- Time zone
- ET (UTC-5)
- Office locations
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