Partnership & Revenue
Looking to Increase Your Revenue?
Join us as an Investment Advisor Representative (IAR) with our SEC-registered firm, Independent Solutions Wealth Management LLC (ISWM). We offer three distinct options for our advisors:
TTPM
Professionally Managed Portfolio Models
Leverage our professionally managed portfolio models, which include options ranging from stock models to mutual fund and ETF allocation models.
APM
Advisor as Portfolio Manager
Take control of managing your portfolios using one of our clearing platforms. We provide access to Schwab, Fidelity, and Canandaigua National Bank for holding and trading client portfolios.
TAPP
Tax & Accounting Professional Program
Through T.A.P.P., Accountants and CPAs can work with a leader in the investment advisory space to offer a variety of simple to highly scalable and customized wealth management solutions for their clients.
Ready to increase your revenue?
Want to learn more about the investment strategies, portfolios, performance and services available to you?
Get in touch! We are available answer all of your questions.