MS
CFP
MS
CFP

Michael Richard Shaver

33 Years of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Michael is the treasurer for Vision Beyond Sight Foundation, spending minimal time per month. He is also an IAR with Independent Solutions Wealth Management, LLC, dedicating nearly full-time hours. Additionally, Michael is an independent insurance agent selling life, accident, health, and LTC insurance, spending a few hours per week.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Peak Brokerage Services, LLCBroker
February 2020 - Present · 6 yrs
Previous Registrations
Blackridge Asset Management, LLC
February 2020 - January 2025 · 4 yrs 11 mos
Citizens Securities, INC.
July 2016 - January 2020 · 3 yrs 6 mos
Citizens Securities, INC.Broker
December 2015 - January 2020 · 4 yrs 1 mo
M&t Securities, INC.Broker
February 1994 - December 2015 · 21 yrs 10 mos
John Hancock Distributors, INC.Broker
April 1992 - November 1993 · 1 yr 7 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1992 - November 1993 · 1 yr 7 mos
State Registrations4 states
FLLANYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Richard Shaver - Financial Advisor | TrueAdvisor