Andrew Cassedy Miller
Investment adviser representative at Independent Solutions Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Independent Solutions Wealth Management, LLCAug 2022 to now
- Peak Brokerage Services, LLCAug 2022 to now
- UnemployedJul 2022 to Aug 2022
- Ameriprise Financial Services, LLCMar 2022 to Jul 2022
- Next Financial GroupMar 2010 to Mar 2022
- Visionary Asset ManagementMar 2010 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Independent Solutions Wealth Management, LLC
$1.5BAssets managed
4,285Clients
28Advisers
17 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
- 4384866
- Firm CRD
- 144733