Brian M Webb
Investment adviser representative at Independent Solutions Wealth Management, LLC
17 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
17 years in the industry.
- Peak Brokerage Services, LLCMar 2025 to now
- Independent Solutions Wealth Management, LLCOct 2024 to now
- Webb Marketing AgencySep 2019 to now
- Amway/ltdSep 2009 to now
- Mha ZentgrafApr 2024 to Aug 2024
- Globe Life/national IncomeJan 2024 to Mar 2024
- Rapistak CorporationApr 2023 to Dec 2023
- Sealing Devices IncJan 2019 to Jun 2020
- Apple Rubber ProductsApr 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 7986083
- Firm CRD
- 144733