Unclaimed Profile

Michael F. Zimmer

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York

SIE, Series 7, Series 66, Series 99TOClean record14 years registeredINDEPENDENT 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 · 14 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Nov 2015 – present

NEXT FINANCIAL GROUP, INC.

Feb 2012 – Dec 2014

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · February 2, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD 144733 · SEC 801-69708

AUM

$954M

Regulatory assets under management

Employees

5,873 client accounts

Services offered by INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC →

Introduction

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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.

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