Michael HoeflichCRD Number: 6058486
Current Firm: Independent Solutions Wealth Management, LLC
Michael Hoeflich (CRD# 6058486) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Independent Solutions Wealth Management, LLC||Williamsville, NY||Sep 2015 - Current||2|
|Blackridge Asset Management, LLC||Williamsville, NY||Sep 2015 - Current||2|
|Next Financial Group Inc.||Williamsville, NY||Apr 2012 - Aug 2015||3|
|Iroquois Central School District||Elma, NY||May 2002 - Apr 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management260MILLIONS
Total Number of Accounts2,244ACCOUNTS
Average Account Value$116,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, LA, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA