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Wisdom Financial Services, L.L.C.

● SEC registered since 2018CRD 127385SEC# 801-112566Geneseo, IL
Export (members)
Reg. AUM
$635.4M
Employees
16
Accounts
1,423
Location
Geneseo, IL

Wisdom Financial Services, L.L.C. assets under management

Wisdom Financial Services, L.L.C. is an investment advisory firm registered with the SEC based in Geneseo, IL. The firm has been registered since 2018. It reports $635.4 million in regulatory assets under management and employs 16 people.
www.wisdomfinancial.netView on SEC.gov ↗

Wisdom Financial Services, L.L.C. owners & executives

6 reported
NameTitleOwnershipSince
Curtis J Ford ControlManaging Member & Wealth Coach10-25%2003
Gregory A. Heaton ControlManaging Member, Wealth Coach & Cco10-25%2003
John William Bean ControlManaging Member & Wealth Coach10-25%2003
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Frequently asked questions

How much does Wisdom Financial Services, L.L.C. manage?

Wisdom Financial Services, L.L.C. reports $635.4 million in regulatory assets under management on its Form ADV.

How many employees does Wisdom Financial Services, L.L.C. have?

Wisdom Financial Services, L.L.C. reports 16 employees.

Where is Wisdom Financial Services, L.L.C. located?

Wisdom Financial Services, L.L.C. is based in Geneseo, IL and has been SEC-registered since 2018.

Does Wisdom Financial Services, L.L.C. disclose fund performance?

Wisdom Financial Services, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1043 South Oakwood Ave, Geneseo, IL 61254
Phone309-944-1117
Fax309-944-1118
Office hours8:00a.m.- 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$634.4M
Non-discretionary$964K
Total (RAUM)$635.4M