Unclaimed Profile

Robert N Nash

WISDOM FINANCIAL SERVICES, L.L.C.·GENESEO, Illinois

Clean record22 years registeredWISDOM FINANCIAL SERVICES, L.L.C.

1043 SOUTH OAKWOOD AVE, GENESEO, IL 61254CRD# 4677497Firm CRD# 127385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert N Nash · GENESEO, IL

Registration

CRD #4677497 · WISDOM FINANCIAL SERVICES, L.L.C. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WISDOM FINANCIAL SERVICES, L.L.C.

WISDOM FINANCIAL SERVICES, L.L.C.

Mar 2004 – Dec 2025

GENESEO, IL

Registrations & Exams

Registration record

First registered · March 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WISDOM FINANCIAL SERVICES, L.L.C.

CRD 127385 · SEC 801-112566

AUM

$578M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Robert N Nash offer?

Robert N Nash specializes in Financial Planning, Investment Management.

What are Robert N Nash's credentials?

Robert N Nash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert N Nash located?

Robert N Nash is based in GENESEO, Illinois, last registered with WISDOM FINANCIAL SERVICES, L.L.C..

How does Robert N Nash charge for services?

Robert N Nash'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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