Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC (CRD# 144733) is a financial advisory firm headquartered in Williamsville, NY. They manage $838,414,200 in 5,408 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    838
    MILLION
  • Total Number of Accounts
    5,408
    ACCOUNTS
  • Average Account Value
    $155,032
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Independent Solutions Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Michael F. Bien
CRD#: 4836956
Beaverton, OR

Michael Bien (CRD# 4836956) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Beaverton, OR and has over 19 years of experience in the finance industry.

2
Jay R. Blanchard
CRD#: 4501494
305 Spindrift Drive, Williamsville, NY 14221

Jay Blanchard (CRD# 4501494) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.

3
Michael P. Hoeflich
CRD#: 6058486
305 Spindrift Drive, Williamsville, NY 14221

Michael Hoeflich (CRD# 6058486) 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
Michael S. Lomas
CRD#: 2672193
305 Spindrift Drive, Williamsville, NY 14221

Michael Lomas (CRD# 2672193) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 27 years of experience in the finance industry.

5
David P. Mariacher
CRD#: 2626888
305 Spindrift Drive, Williamsville, NY 14221

David Mariacher (CRD# 2626888) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 28 years of experience in the finance industry.

6
Daniel D. Neiman
CRD#: 4649480
San Diego, CA

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.

7
Ronald J. Reinstein
CRD#: 4976130
305 Spindrift Drive, Williamsville, NY 14221

Ronald Reinstein (CRD# 4976130) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 18 years of experience in the finance industry.

8
Susannah M. Ryan
CRD#: 5229296
305 Spindrift Drive, Williamsville, NY 14221

Susannah Ryan (CRD# 5229296) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.

9
John L. Shockey
CRD#: 4500774
305 Spindrift Drive, Williamsville, NY 14221

John Shockey (CRD# 4500774) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 21 years of experience in the finance industry.

10
Glenn C. Wiggle
CRD#: 2730675
11770 U.s. Highway One, Suite 205, Palm Beach Gardens, FL 33408

Glenn Wiggle (CRD# 2730675) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Palm Beach Gardens, FL and has over 27 years of experience in the finance industry.

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