Anthony Szefler
Investment adviser representative at Independent Solutions Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Independent Solutions Wealth Management, LLCDec 2022 to now
- Peak Brokerage Services, LLCOct 2020 to now
- The Financial GuysOct 2020 to now
- Blackridge Asset ManagementJun 2021 to Dec 2022
- UnemployedMay 2020 to Sep 2020
- University At BuffaloJan 2017 to May 2020
- Erie CcJul 2016 to Dec 2016
- Tony WalkerApr 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7308712
- Firm CRD
- 144733