Glenn
Wiggle

Independent Solutions Wealth Management, LLC

CRD#2730675
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Glenn Wiggle is a financial advisor based in North Palm Beach, Florida, working with Independent Solutions Wealth Management, LLC. Glenn has previously held positions at Next Financial Group, Independent Solutions Wealth Management, Peak Brokerage Services, LLC, and Blackridge Asset Management, LLC. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, New York, and Texas. Currently, Glenn is part of Independent Solutions Wealth Management, LLC, which operates out of North Palm Beach, Florida. The firm has 1 office and 21 employees. The firm manages assets totaling $953.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Independent Solutions Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

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

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Independent Solutions Wealth Management, LLC Brokerage Details

Total Assets Under Management

$953,830,582

FL Average: $7,464,549,021
Total Number of Employees

21

FL Average: 88
Total Number of Accounts

5,873

FL Average: 3,892
Average Account Size

$162,409

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Glenn Wiggle Work History

2015 - Present (9 years)

Peak Brokerage Services, LLC

2008 - Present (16 years)

Independent Solutions Wealth Management

2015 - 2020 (5 years)

Blackridge Asset Management, LLC

2000 - 2015 (15 years)

Next Financial Group

Disclosures

Please visit the SEC profile of Glenn Wiggle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Solutions Wealth Management, LLC

John Shockey
Buffalo, NY
David Moore
Willaimsville, NY
Micah Moore
Buffalo, NY
John Thur
Buffalo, NY
David Mariacher
Buffalo, NY
Anthony Szefler
Buffalo, NY
Michael Hoeflich
Buffalo, NY
Michael Bien
Beaverton, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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