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Curtis J Ford

WISDOM FINANCIAL SERVICES, L.L.C.·GENESEO, Illinois
Series 65Clean record22 years registeredWISDOM 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. · 22 years registered
Brand Profile
Not yet started
01

Career History

WISDOM FINANCIAL SERVICES, L.L.C.
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 5, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385 · SEC 801-112566
AUM
$578M
Regulatory assets under management
Employees
16
1,348 client accounts
Services offered by WISDOM FINANCIAL SERVICES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WISDOM FINANCIAL SERVICES, L.L.C. →
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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.
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Other Advisors at WISDOM FINANCIAL SERVICES, L.L.C.

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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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