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).
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Total Assets Under Management838MILLION
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Total Number of Accounts5,408ACCOUNTS
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Average Account Value$155,032
- 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)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.