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

Lauren works as a Registered Sales Assistant for Independent Solutions Wealth Management, dedicating full-time hours to assisting in sales tasks. Lauren also does business as The Financial Guys, providing wealth management services.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
August 2022 - Present · 3 yrs 6 mos
Peak Brokerage Services, LLCBroker
October 2021 - Present · 4 yrs 4 mos
State Registrations21 states
CACOCTFLGALAMAMDMEMINCNHNJNVNYOHPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.