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MV

Mark A. Vuskov

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT
Houston, TX
Some features on this profile are disabled
CRD#: 3136084
MV

Professional summary

Mark Adam Vuskov is a registered financial advisor currently at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC located in Houston, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Adam Vuskov's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 21, 2026 - Present

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

RIA
CRD#: 144733
Houston, TX
Past

April 24, 2020 - August 1, 2025

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

April 24, 2020 - August 1, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

April 23, 2020 - August 1, 2025

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

March 26, 2013 - July 1, 2013

ALPHASOURCE INVESTMENT COUNSEL, INC

RIA
CRD#: 144857
HOUSTON, TX
Past

March 26, 2013 - April 1, 2019

VISIONARY ASSET MANAGEMENT

RIA
CRD#: 147304
HOUSTON, TX
Past

March 25, 2013 - August 1, 2025

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
HOUSTON, TX
Past

March 25, 2013 - August 1, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

January 1, 2010 - January 23, 2012

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

March 15, 2007 - January 1, 2010

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

RIA
CRD#: 109264
HOUSTON, TX
Past

January 11, 1999 - January 23, 2012

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IS
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD#: 144733 / SEC#: 801-69708

RIA
Registered Investment Advisory firm - (11/10/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/8/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IS
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD#: 144733 / SEC#: 801-69708

RIA
Registered Investment Advisory firm - (11/10/2008 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
305 Spindrift Drive, Williamsville, NY 14221
Mailing Address
Phone number
(716) 568-8566
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISWM FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts6,427
AUM (Assets Under Management)$ 1,226,210,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD#: 144733Houston, TX

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