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Drew B

Series 66

Grand Rapids, MI

International Assets Investment Management, LLC

Drew Bowen is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 credential. He has two years of industry experience, including prior roles at Ameriprise and New York Life. Outside of advising, he works as an accounting analyst at Nestle. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael F

Series 63, Series 66

Orlando, FL

International Assets Investment Management, LLC

Michael Frustaci is an investment advisor with International Assets Investment Management, LLC and holds the Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at Global Assets Advisory, LLC and International Assets Advisory LLC. He is also the managing member of Palladium Wealth Advisors, LLC, a private label entity for his financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may employ third-party managers or wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Sunil T

Series 63, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Sunil Tumber is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 66 designations and has three years of industry experience, including prior roles at Edward Jones and Mechanics Bank. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and also provides access to third-party money managers, retirement plan advisory, and financial planning services.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Financial Professional
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Cesar O

Series 66

Pasadena, TX

International Assets Investment Management, LLC

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Glenn T

CFP®, ChFC®, Series 63, Series 65

Washington Township, NJ

International Assets Investment Management, LLC

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael O

Series 66

Hanover, MA

International Assets Investment Management, LLC

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nathan W

Series 65

Dallas, TX

International Assets Investment Management, LLC

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin H

Series 63, Series 65

Broken Arrow, OK

International Assets Investment Management, LLC

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2011 to 2021 before joining International Assets advisory entities. Hall also serves as a Medicare agent and director at Hall Wealth Management, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, alongside access to third-party money managers and retirement plan advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Adam B

CFP®, Series 63, Series 66

Daphne, AL

International Assets Investment Management, LLC

Adam Bell is a CFP® with 18 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior work includes roles at Rockbridge Asset Management, WFG Investments Inc, and Gunnallen Financial, Inc. He also operates as an investment consultant under Rockbridge Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may engage third-party managers or wrap programs as part of its strategy.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nicholas B

Series 66

Fishers, IN

International Assets Investment Management, LLC

Nicholas Blackwell is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at International Assets Advisory, LLC and International Assets Investment Management, LLC since 2019, following prior roles at Noyes Advisors LLC and David A. Noyes & Company. Outside of his advisory work, he serves as a finance deacon at Castleton Community Church. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio strategies using a range of investment vehicles and also offers third-party manager and retirement plan advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Scott D

Series 63, Series 66

St Joseph, MI

International Assets Investment Management, LLC

Scott Droskie is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Fifth Third Securities. Outside of his advisory work, he serves as a trustee of a parents' trust. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may utilize third-party managers or wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kristina L

Series 65

Orlando, FL

International Assets Investment Management, LLC

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs to implement strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David C

CFP®, Series 63, Series 66

New York City, NY

International Assets Investment Management, LLC

David Chin is a CFP® professional with 22 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He has worked with firms including Raymond James Financial and Ameriprise, and has been with International Assets Advisory LLC since 2010. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent investment adviser representatives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Richard Flecca is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, Ameriprise, Merrill, and Morgan Stanley Dw Inc. since 2000. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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James N

Series 63, Series 65

Evans City, PA

International Assets Investment Management, LLC

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Angela D

Series 66

Akron, OH

International Assets Investment Management, LLC

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert D

Series 63, Series 66

Spring Lake, NJ

International Assets Investment Management, LLC

Robert D'andria is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with International Assets Investment Management and its affiliate International Assets Advisory LLC since 2010. In addition to his advisory role, he is president and sole owner of SterlingNoble Wealth Management, a business he operates actively. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as appropriate.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael S

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Spartz is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Moors & Cabot, Ameriprise Financial Services Inc, and Wells Fargo Advisors. Outside of his advisory work, he serves as secretary and treasurer of the Community Foundation of South Lake County, a nonprofit organization. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party managers and wrap programs in its offerings.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew L

Series 66

Orlando, FL

International Assets Investment Management, LLC

Matthew Lampman is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has held roles at multiple affiliated firms including Primus Financial Services, Global Assets Advisory, and Tactical Investment Strategies. Lampman is also the owner of Lampman Ventures LLC, a business established for tax and organizational purposes. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew F

Series 66

McKinney, TX

International Assets Investment Management, LLC

Matthew Fannin is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at LPL Financial for 14 years and Ameriprise for 13 years. Fannin is involved with multiple affiliated advisory firms, including Advisor Resource Council LLC and Encore Wealth Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers or wrap programs to implement strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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