WISDOM FINANCIAL SERVICES, L.L.C.

GENESEO, Illinois·7 registered advisors·CRD# 127385
SEC# 801-1125663309-944-1117
01

Firm Overview

AUM
$578M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

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

7 registered advisors
Curtis J Ford
GENESEO, Illinois
Gregory A. Heaton
GENESEO, Illinois
James H Nash
GENESEO, Illinois
John William Bean
GENESEO, Illinois
Justin Michael Heaton
GENESEO, Illinois
Michael Anthony Wiegand
GENESEO, Illinois
Robert N Nash
GENESEO, Illinois
05

Office Locations

GENESEO, Illinois
7 advisors

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Data sourced from SEC Form ADV filings. WISDOM FINANCIAL SERVICES, L.L.C. (CRD# 127385) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.