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Michael C. Shaver

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT
WILLIAMSVILLE, NY 14221
CRD#: 8060404
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MS
Michael Christopher ShaverINDEPENDENT SOLUTIONS WEALTH MANAGEMENT

Professional summary

Michael Christopher Shaver 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 2025. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Michael Christopher Shaver'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

September 11, 2025 - Present

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Office #1: 305 Spindrift Drive, Williamsville, NY 14221
RIA
CRD#: 144733
WILLIAMSVILLE, NY
Current

April 15, 2025 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 305 Spindrift Drive, Williamsville, NY 14221
BD
CRD#: 157045
Williamsville, NY

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
New York
(9/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/15/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/11/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
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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)

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#: 144733Williamsville, NY 14221

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