Wisely Advised
Wisely Advised (CRD# 159093) is a financial advisory firm headquartered in Hammond, IN. They manage $49,648,247 in 427 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management50MILLION
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Total Number of Accounts427ACCOUNTS
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Average Account Value$116,272
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, TX
Financial Advisors at Wisely Advised
1
Jorge Velasquez (CRD# 5638061) is an Investment Advisor Representative working at Wisely Advised in Hammond, IN and has over 15 years of experience in the finance industry.
2
Kenneth Michaels (CRD# 7661437) is an Investment Advisor Representative working at Wisely Advised in Hammond, IN and has 1 year of experience in the finance industry.
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