MH
Michael P. Hoeflich
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT
Williamsville, NY 14221
CRD#: 6058486
Some features on this profile are disabled
MH
Michael Patrick Hoeflich
INDEPENDENT SOLUTIONS WEALTH MANAGEMENTProfessional summary
Michael Patrick Hoeflich, who also goes by Michael P Hoeflich, Mike Hoeflich, is a registered financial advisor currently at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC located in Williamsville, New York and PEAK BROKERAGE SERVICES, LLC located in Williamsville, New York.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Coming Soon
Top 8 Ask Questions to Ask a Financial Advisor
1. What makes you the best choice for clients?
Coming Soon
2. What are your service offerings?
Coming Soon
3. Do you have an area of expertise or specialization?
Coming Soon
4. Which demographics do you typically serve?
Coming Soon
5. What is your current number of clients?
Coming Soon
6. What is your minimum asset requirement?
Coming Soon
7. How do you get paid?
Coming Soon
8. Are you a "fiduciary"?
Yes
Personal quote
Coming Soon
Aliases
Michael P Hoeflich | Mike Hoeflich
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)THE FINANCIAL GUYS,LLC;DBA;0% OWNERSHIP;40% TIME SPENT;40% COMPENSATION;REGISTERED REPRESENTATIVE; FINANCIAL INVESTMENT ADVISOR;INDEFINITE TERM; 2)INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC; I-RIA; 1% OWNERSHIP; 3% TIME SPENT; 0% COMP; PASSIVE MINORITY OWNER; INDEFINITE 3)Social Security Claiming Strategist 100% owner 10 hours per month spent on activity per month. 10 hours spent on activity during trading hours per month. 4) Hoeflich Retirement Optimization Planning - DBA 5) DBA Name - Retirement Income Headquarters of America - Retirement Income Planning 6) Business entity: Beyond Break Even; Business Activity: Book Authors; Address: Elma, NY; Title: LLC member; Duties of position: Book Author; Start Date: 11/2024; Approx. # of hours spent during trading hours: 0
