Founder and Partner of Independent Solutions Wealth Management
Glenn Wiggle is a founder and partner of The Financial Guys, LLC in Williamsville, New York. Glenn has been involved with the securities industry managing client assets since 1996. He spent time at both Financial Network Investment Corporation, PaineWebber , and NEXT Financial before joining Peak Brokerage Services. In addition to managing client assets, Glenn has also served in a compliance role since 2000, both as a OSJ with NEXT Financial Group, Inc in Williamsville, NY as well as the Chief Compliance Officer for both Independent Solutions Wealth Management, LLC and Neiman Funds Management LLC.
In 2008, Glenn co-founded Independent Solutions Wealth Management, LLC, a Registered Investment Advisor. This money management arm, runs in tandem to The Financial Guys, LLC and provides fee based asset management to all types of clients, both personal as well as clients of other representatives. In 2009, Glenn had the opportunity to join up with Harvey and Dan Neiman and form Neiman Funds Management, LLC. NFM is the advisor to both the Neiman Large Cap Value Fund and the Neiman Balanced Allocation Fund.
Glenn Wiggle is active in a number of local professional, charitable, and social organizations which include: Make-a-Wish, serving on the Executive Planning Committee for the past 5 years and Co-Chairing their Creative Black Tie Gala, one of the largest charity events in WNY, in 2009 and 2010. He is also a member of Trout Unlimited, Ducks Unlimited, and a member of Fox Valley country club. Glenn’s licenses include: Finra Series 7, Series 6, Series 24, Series 63, Series 65, Series 51, Series 53, Series 4, Life insurance, Health and Accident insurance.
ISWM is a third-party asset manager (TPAM) we use.
Investment Advisory Services are offered through Blackridge Asset Management, LLC ("BAM"); an SEC Registered Investment Advisory Firm. The above-mentioned Investment Committee Member is an Investment Advisors with Independent Solutions Wealth Management, LLC ("ISWM"); an SEC Registered Investment Advisory Firm. BAM and ISWM are not affiliated. Your advisor may choose different investment strategies that may not be managed by the above-mentioned Investment Committee.