Michael S. Lomas
Michael Lomas is a Partner and Chief Marketing Office of the Financial Guys, LLC. as well as President of Independent Solutions Wealth Management, a Registered Investment Advisory (RIA) firm. He is also an owner and board member of the RIA that manages the Neiman Mutual Fund family.
Mr. Lomas has been involved with the securities industry managing client assets since 1997. The Financial Guys, LLC. Is an investment division with over 800 million in client assets.
After graduating from Hilbert College with a degree in finance, Mike started his career with Financial Network Investment Corporation. Mike’s concentration at FNIC was full service financial planning and insurance.
After building a large clientele at FNIC, Michael joined PaineWebber. At PaineWebber, Michael became an Investment Advisor Representative expanding his practice to include Professional Money Management Programs. Michael was also the Branch Office Insurance Coordinator and Wealth Preservation Specialist assisting other PaineWebber Financial Advisors with insurance and estate planning.
After Michael’s tenure with PaineWebber, he and his business partner, Glenn Wiggle, founded The Financial Guys, LLC. The Financial Guys, LLC. was formed to provide a broad range of financial services using a team approach. By developing a network of accountants and attorneys, they are able to better serve all the financial needs of their clients. The Financial Guys, LLC clears business through NEXT Financial Group, Inc., Member FINRA/SIPC and the division has grown from Mike and Glenn to over 40 reps with offices from Chicago to Long Island.
Mr. Lomas is also the co-host of the Financial Guys Radio Program heard on AM 930 WBEN throughout Western New York. The radio show, on air since 1999, is the longest running business talk show in the area. The show discusses topics ranging from current breaking news, investments and local and national political happenings. The show is so popular that local Congressman, candidates for Governor, professional athletes and even the owner of the Orlando Magic basketball team have requested appearances on the show.
Mike is active in a number of local professional, charitable, and social organizations that include: Roswell Park Cancer, Variety Club, United Way and Make-A-Wish. Mike’s licenses include: FINRA Series 7, Series 6, Series 63, Series 65, Series 24, Series 51 and Life Insurance, Health & Accident Insurance.
“We use time tested principles such as asset allocation and professional money management to help achieve financial success for our clients”
None of the entities name herein are affiliates of NEXT Financial Group, Inc.