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Glenn Wiggle

Independent Solutions Wealth Management, LLC
30 Years of Experience
Palm Beach Gardens, FL
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Glenn Wiggle is a registered investment advisor at Independent Solutions Wealth Management, LLC, based in Palm Beach Gardens, FL, with 30 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4,285 clients with $1.5B in assets under management.

Independent Solutions Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
4,285 clients
Average Client Portfolio
$359K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$3K

Independent Solutions Wealth Management offers several investment management options:

  • Mutual Fund Portfolio Management: Fees range up to 2.50% of the portfolio's value.
  • ETF Portfolio Management: Fees range up to 2.50% of the portfolio's value.
  • Stock Portfolio Management: Fees range up to 2.75% of the portfolio's value. A minimum account balance of $100,000 is required, but may be waived.
  • Third-Party Manager Selection: Fees range up to 2.50% of the portfolio's value, in addition to the third-party manager's fees.

Fees are billed quarterly in arrears based on the average daily balance of the previous quarter. Fees may be waived or negotiated.

View Full SEC Brochure

Location

11770 U.S. Highway One, Suite 205, Palm Beach Gardens, FL, 33408

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Settled
Customer Dispute
April 2011
Settled
Customer Dispute
August 2010
Denied
Customer Dispute
January 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glenn is an officer and active owner of Independent Solutions Wealth Management LLC, Financial Guys LLC (involved in insurance, radio, advertising, and financial services), and Neiman Funds Management, LLC. He also has ownership stakes in Peak Reps, LLC, The Financial Guys Insurance, LLC, 305 Sprindrift LLC, TFG Insurance/TFG Florida Insurance (P&C), TFG Home Loan, and The Financial Guys Media, dedicating varying amounts of time to each.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
September 2015 - Present · 11 yrs 1 mo
Peak Brokerage Services, LLCBroker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Blackridge Asset Management, LLC
May 2016 - January 2020 · 3 yrs 8 mos
Next Financial Group, INC.
February 2013 - September 2015 · 2 yrs 7 mos
Next Financial Group, INC.Broker
January 2000 - September 2015 · 15 yrs 8 mos
Painewebber IncorporatedBroker
June 1997 - January 2000 · 2 yrs 7 mos
Financial Network Investment CorporationBroker
April 1996 - June 1997 · 1 yr 2 mos
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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