Stephen Michael Fisher
Investment adviser representative at Independent Wealth Management, LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$203MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Independent Wealth Management, LLCFeb 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Independent Wealth Management, LLC
$203MAssets managed
176Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2910130
- Firm CRD
- 124242