Wisdom Financial Services, LLC
Wisdom Financial Services, LLC (CRD# 127385) is a financial advisory firm headquartered in Geneseo, IL. They manage $578,239,236 in 1,348 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management578MILLION
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Total Number of Accounts1,348ACCOUNTS
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Average Account Value$428,961
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MN, MO, NH, TN, TX, WI
John Bean (CRD# 4594454) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 21 years of experience in the finance industry.
Curtis Ford (CRD# 4677498) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 20 years of experience in the finance industry.
Gregory Heaton (CRD# 2789066) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 23 years of experience in the finance industry.
Justin Heaton (CRD# 5918819) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 11 years of experience in the finance industry.
Scott Moorhead (CRD# 6798757) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 6 years of experience in the finance industry.
James Nash (CRD# 4677495) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 17 years of experience in the finance industry.
Robert Nash (CRD# 4677497) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has 1 year of experience in the finance industry.
Michael Wiegand (CRD# 5574198) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 18 years of experience in the finance industry.
Benjamin Young (CRD# 6584604) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 8 years of experience in the finance industry.
Jeffrey Amman (CRD# 7789605) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has 1 year of experience in the finance industry.