Mike Lomas
Oprichter bij Independent Solutions Wealth Management LLC
Profiel
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.
Actieve functies van Mike Lomas
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 01-01-2008 |
Eerdere bekende functies van Mike Lomas
| Bedrijven | Functie | Einde |
|---|---|---|
| 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 | - |
Opleiding van Mike Lomas
| Hilbert College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
