Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is involved with The Financial Guys, a radio show marketing company, spending minimal time. He also works at Neiman Funds Management, LLC and Independent Solutions Wealth Management, LLC, dedicating about 10% of his time to the former and nearly full-time to the latter, focusing on research, marketing, trading, compliance, and operations.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
November 2015 - Present · 10 yrs 3 mos
Peak Brokerage Services, LLCBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Next Financial Group, INC.
February 2012 - December 2014 · 2 yrs 10 mos
Next Financial Group, INC.Broker
February 2011 - December 2014 · 3 yrs 10 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael F. Zimmer - Financial Advisor | TrueAdvisor