Integrity Alliance
47yrs
Top advisor by experience at Integrity Alliance
10yrs
Mark Chalem
Financial advisor at Independent Wealth Network
Mark Chalem is a fiduciary financial advisor in Urbandale, Iowa, with 10 years in the industry. After ten years at Edward Jones, Mark joined Independent Wealth Network in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 194 advisors with offices in Urbandale, and one of 177 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office2350 NW 128th St, Urbandale, IA 50323
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$339,533
Advisors at the firm34
States licensed ?1 state
Services through Independent Wealth Network
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowIndependent Wealth Network, Inc.Current firm
- 2016 – 2026Edward JonesPreviously
Contact Mark
(515) 461-5123Independent Wealth Network main office 2350 NW 128th StUrbandale, IA 50323Office · Get directions Firm websitewww.kramerwealthadvisory.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Independent Wealth Network at (515) 461-5123 and ask for Mark Chalem. Mark works from the Urbandale, IA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Independent Wealth Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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