Unclaimed Profile

Michael F. Zimmer

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York

Clean recordINDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

305 SPINDRIFT DRIVE, WILLIAMSVILLE, NY 14221CRD# 5762507Firm CRD# 144733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael F. Zimmer · WILLIAMSVILLE, NY

Registration

CRD #5762507 · INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael F. Zimmer is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

AUM

$954M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5762507

Firm CRD# 144733

View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSVILLE?

Browse all registered financial advisors in WILLIAMSVILLE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael F. Zimmer offer?

Michael F. Zimmer specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Michael F. Zimmer's credentials?

Michael F. Zimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael F. Zimmer located?

Michael F. Zimmer is based in WILLIAMSVILLE, New York, working with INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.

How does Michael F. Zimmer charge for services?

Michael F. Zimmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC?

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $954M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →