Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC (CRD# 144733) is a financial advisory firm headquartered in Williamsville, NY. They manage $219,075,822 in 1,997 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    1,997
    ACCOUNTS
  • Average Account Value
    $109,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Solutions Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Scot B. Ahearn
CRD#: 1620029
Pittston, PA
93
Wealthminder
score

Scot Ahearn (CRD# 1620029) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Pittston, PA and has over 29 years of experience in the finance industry.

2
John W. Haberstro
CRD#: 4754069
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

John Haberstro (CRD# 4754069) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 12 years of experience in the finance industry.

3
Ronald J. Reinstein
CRD#: 4976130
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Ronald Reinstein (CRD# 4976130) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 11 years of experience in the finance industry.

4
Susannah M. Ryan
CRD#: 5229296
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Susannah Ryan (CRD# 5229296) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 7 years of experience in the finance industry.

5
Michael P. Hoeflich
CRD#: 6058486
6631 Main Street, Suite B, Williamsville, NY 14221
90
Wealthminder
score

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.

6
Michael F. Zimmer
CRD#: 5762507
6631 Main Street, Suite B, Williamsville, NY 14221
90
Wealthminder
score

Michael Zimmer (CRD# 5762507) 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.

7
Daniel D. Neiman
CRD#: 4649480
San Diego, CA
87
Wealthminder
score

Daniel Neiman (CRD# 4649480) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.

8
Jay R. Blanchard
CRD#: 4501494
6631 Main Street, Suite B, Williamsville, NY 14221
83
Wealthminder
score

Jay Blanchard (CRD# 4501494) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.

9
Michael S. Lomas
CRD#: 2672193
6631 Main Street, Suite B, Williamsville, NY 14221
83
Wealthminder
score

Michael Lomas (CRD# 2672193) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 19 years of experience in the finance industry.

10
Glenn C. Wiggle
CRD#: 2730675
6631 Main Street, Suite B, Williamsville, NY 14221
83
Wealthminder
score

Glenn Wiggle (CRD# 2730675) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 20 years of experience in the finance industry.

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