INVESTMENT NETWORK, INC.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Accounts
0
Employees
25
Advisory reps
17
Brokerage reps
25
Avg account
$0

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 17
  • DONALD WIECHART

    Registered RepresentativeCRD 2052226

  • DANIEL PASCU

    SalesCRD 1256032

  • SAMUEL CRAIG

    CRD 1627746

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth