AdvisorOS Directory
Claim Profile
Unclaimed Profile
CF

Curtis J Ford

WISDOM FINANCIAL SERVICES, L.L.C.·GENESEO, Illinois
Clean recordWISDOM FINANCIAL SERVICES, L.L.C.
1043 SOUTH OAKWOOD AVE, GENESEO, IL 61254CRD# 4677498Firm CRD# 127385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis J Ford · GENESEO, IL
Registration
CRD #4677498 · WISDOM FINANCIAL SERVICES, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Curtis J Ford is a registered financial advisor based in GENESEO, Illinois, affiliated with WISDOM FINANCIAL SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Curtis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Curtis is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WISDOM FINANCIAL SERVICES, L.L.C.
WISDOM FINANCIAL SERVICES, L.L.C.
AUM
$578M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WISDOM FINANCIAL SERVICES, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4677498
Firm CRD# 127385
View on FINRA BrokerCheck →

Looking for a financial advisor in GENESEO?

Browse all registered financial advisors in GENESEO, Illinois or claim this profile if it's yours.

Browse GENESEO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Curtis J Ford offer?
Curtis J Ford specializes in Financial Planning, Investment Management. Contact their office in GENESEO, Illinois for a consultation.
What are Curtis J Ford's credentials?
Curtis J Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis J Ford located?
Curtis J Ford is based in GENESEO, Illinois, working with WISDOM FINANCIAL SERVICES, L.L.C.. Their office serves clients in the GENESEO metropolitan area and surrounding communities.
How does Curtis J Ford charge for services?
Curtis J Ford's firm is compensated through percentage of aum, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISDOM FINANCIAL SERVICES, L.L.C.?
WISDOM FINANCIAL SERVICES, L.L.C. has approximately 16 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WISDOM FINANCIAL SERVICES, L.L.C.

Gregory A. Heaton
GENESEO, IL
James H Nash
GENESEO, IL
Justin Michael Heaton
GENESEO, IL
Michael Anthony Wiegand
GENESEO, IL
John William Bean
GENESEO, IL
Robert N Nash
GENESEO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile