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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Jeffrey Thomas Bone

Advisor at INDEPENDENT WEALTH NETWORK, INC.

URBANDALE, IA | CHESTERFIELD, MO

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Search this name across graphsid dfx:ria:0ce52ca9-941e-c5c1-a069-a55e11b050f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jul 21, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEPENDENT WEALTH NETWORK, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 7, 2018
First registration: Jul 21, 2021
Dual registered: no
Other names: Jeff Bone|Jeffrey Bone|Jeffrey Thomas Bone|Jeff T Bone|Jeffrey T Bone
IAPD individual key: 7034013

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT WEALTH NETWORK, INC.	Independent wealth	Jun 25, 2025	n/a	yes	URBANDALE, IA\|CHESTERFIELD, MO	Current employment
FRA WEALTH MANAGEMENT LLC	Independent wealth	Mar 20, 2025	Jun 19, 2025	no	O'FALLON, IL	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 15, 2024	Oct 10, 2024	no	SAINT LOUIS, MO\|SAINT LOUIS, MO	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Oct 12, 2022	Jan 16, 2024	no	Creve Coeur, MO	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 21, 2021	Sep 30, 2022	no	Webster Groves, MO\|Arnold, MO\|Crestwood, MO\|Crystal City, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FRA WEALTH MANAGEMENT LLC	INDEPENDENT WEALTH NETWORK, INC.	Jun 19, 2025	Jun 25, 2025	6	Firm change	RIA to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	FRA WEALTH MANAGEMENT LLC	Oct 10, 2024	Mar 20, 2025	161	Firm change	Other
OSAIC INSTITUTIONS, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jan 16, 2024	May 15, 2024	120	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	OSAIC INSTITUTIONS, INC.	Sep 30, 2022	Oct 12, 2022	12	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ INDEPENDENT WEALTH NETWORK, INC.Registered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ FRA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 20, 2025 to Jun 19, 2025factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 15, 2024 to Oct 10, 2024factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Oct 12, 2022 to Jan 16, 2024factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 21, 2021 to Sep 30, 2022factForm ADV

Dated events

Occurred
Jun 19, 2025
Advisor changed firm
Jeffrey Thomas Bone left Fra Wealth Management Llc for Independent Wealth Network, Inc. (registered 2025-06-25)
Form ADVobserved 6 days ago
Occurred
Oct 10, 2024
Advisor changed firm
Jeffrey Thomas Bone left Northwestern Mutual Investment Services,Llc for Fra Wealth Management Llc (registered 2025-03-20)
Form ADVobserved 6 days ago
Occurred
Jan 16, 2024
Advisor changed firm
Jeffrey Thomas Bone left Osaic Institutions, Inc. for Northwestern Mutual Investment Services,Llc (registered 2024-05-15)
Form ADVobserved 6 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Jeffrey Thomas Bone left U.S. Bancorp Investments, Inc. for Osaic Institutions, Inc. (registered 2022-10-12)
Form ADVobserved 6 days ago