WISDOM FINANCIAL SERVICES, L.L.C.

1043 South Oakwood Ave
Geneseo, Illinois 61254
Tel: 309-944-1117

About WISDOM FINANCIAL SERVICES, L.L.C.

WISDOM FINANCIAL SERVICES, LLC, formally registered with the SEC as WISDOM FINANCIAL SERVICES, LLC. The firm was established in 03/05/2018. They have over 4 offices throughout the country.

WISDOM FINANCIAL SERVICES, L.L.C. is a Geneseo, Illinois based Financial Planning firm with nearly $635,352,146 assets under management, offering retirement planning & investment advisory services to 1423 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127385
SEC#	801-112566
Assets Managed by Firm	$635,352,146
No. of Clients	1423
No. of Advisors	16

Fee Structure

A percentage of AUM
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1423	$635,352,146
Individuals (other than high net worth individuals)	1423	$635,352,146

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