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Glenn Charles Wiggle

Independent Solutions Wealth Management, LLC

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About Glenn Charles Wiggle

Glenn Charles Wiggle is an investment advisor representative, registered with FINRA, as well as a registered investment advisor. Glenn Charles Wiggle has been in the industry since 1996. Glenn Charles Wiggle is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a Registered Investment Advisor. Independent Solutions Wealth Management, LLC has offices in Palm Beach Gardens, FL, and Williamsville, NY. Glenn Charles Wiggle has been with Independent Solutions Wealth Management, LLC since 2008. Glenn Charles Wiggle was previously registered with NEXT FINANCIAL GROUP, INC. and PAINEWEBBER INCORPORATED.

Firm Information

Glenn Wiggle is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glenn Wiggle’s Registration & Firm History

FL

09/03/2015 - Present

Independent Solutions Wealth Management, LLC (Palm Beach Gardens FL)

NY

01/07/2000 - 09/03/2015

NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)

NJ

06/27/1997 - 01/18/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CA

04/17/1996 - 06/26/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 02/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/28/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/07/2003

Series 4 - Registered Options Principal Examination

BC

Issued 04/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/06/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Glenn Charles Wiggle. Review regulatory record here.
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