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John Edward Thur

Independent Solutions Wealth Management, LLC

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About John Edward Thur

John Edward Thur is a financial advisor with Independent Solutions Wealth Management, LLC based in Williamsville, NY. John is registered with the state of New York and Texas. John has been with Independent Solutions Wealth Management, LLC since October 2013. Previously, John was employed at KEY INVESTMENTS INC., PAINEWEBBER INCORPORATED and KIDDER, PEABODY & CO. INCORPORATED. John holds the Series 7 and Series 63 licenses. John is a Chartered Financial Analyst.

Firm Information

John Thur 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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John Thur’s Registration & Firm History

NY

10/17/2022 - Present

Independent Solutions Wealth Management, LLC (Williamsville NY)

OH

04/10/1997 - 05/29/1997

KEY INVESTMENTS INC. (CLEVELAND OH)

NJ

01/28/1995 - 05/20/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

01/01/1994 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Thur.
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