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 4 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||1|
|Blackridge Asset Management, LLC||Williamsville, NY||Sep 2015 - Current||1|
|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 Management219MILLIONS
Total Number of Accounts1,997ACCOUNTS
Average Account Value$109,702
- 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)
AK, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA
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