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WISDOM FINANCIAL SERVICES, L.L.C.

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

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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 StatusApproved
Firm CRD#127385
SEC#801-112566
Assets Managed by Firm$635,352,146
No. of Clients1423
No. of Advisors16

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 ClientsAUM
Firm Total1423$635,352,146
Individuals (other than high net worth individuals)1423$635,352,146

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