Mike Lomas
Fondatore presso Independent Solutions Wealth Management LLC
Profilo
Mike Lomas is the founder and currently serves as the President & Partner of Independent Solutions Wealth Management LLC, which he founded in 2008.
He previously held Principal positions at Financial Network Investment Corp.
and PaineWebber, Inc. Mr. Lomas received his undergraduate degree from Hilbert College.
Posizioni attive di Mike Lomas
| Società | Posizione | Inizio |
|---|---|---|
Independent Solutions Wealth Management LLC
 Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs. | Fondatore | 01/01/2008 |
Precedenti posizioni note di Mike Lomas
| Società | Posizione | Fine |
|---|---|---|
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Financial Network Investment Corp.
 Financial Network Investment Corp. Investment Banks/BrokersFinance Financial Network Investment Corp. provides securities brokerage services. Its products and services include mutual funds, life insurance, stocks, bonds, annuities, asset management accounts, disability insurance, and cash management accounts. The company was founded by John S. Simmers in 1983 and is headquartered in El Segundo, CA. | Corporate Officer/Principal | - |
Formazione di Mike Lomas
| Hilbert College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Financial Network Investment Corp.
Financial Network Investment Corp. Investment Banks/BrokersFinance Financial Network Investment Corp. provides securities brokerage services. Its products and services include mutual funds, life insurance, stocks, bonds, annuities, asset management accounts, disability insurance, and cash management accounts. The company was founded by John S. Simmers in 1983 and is headquartered in El Segundo, CA. | Finance |
| PaineWebber, Inc. | Finance |
Independent Solutions Wealth Management LLC
Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs. | Finance |
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