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John Edward Thur

Independent Solutions Wealth Management, LLC

Williamsville, NY

CRD 1021635

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Employer firm

Independent Solutions Wealth Management, LLC CRD 144733

$1.54B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-17
NY RA APPROVED 2021-11-16
  • TX RA
    APPROVED
    Since 2022-10-17
  • NY RA
    APPROVED
    Since 2021-11-16

Branch Locations

305 Spindrift Drive, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Solutions Wealth Management Williamsville NY 10/2013 Present
  • 10/2013 → Present
    Independent Solutions Wealth Management
    Williamsville, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-23
  • S63 Uniform Securities Agent State Law Examination
    1993-12-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RABENOLD ADVISORS, INC.

Nearby Investors

GREGORY PAUL POLEON
CHRISTOPHER ZACCHEAUS CHILES
RANDY DEVIN TOTH

Nearby Offices

OSAIC WEALTH, INC. · WILLIAMSVILLE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILLIAMSVILLE, NY
RABENOLD ADVISORS, INC. · WILLIAMSVILLE, NY

More in Williamsville, NY

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