Future Wise Financial Planning, LLC

Future Wise Financial Planning, LLC (CRD# 311502) is a financial advisory firm headquartered in Albuquerque, NM. They manage $1,932,789 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

4425 Juan Tabo Ne Suite 250, Albuquerque, NM 87111

https://www.instagram.com/futurewiseplanning/

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

10

ACCOUNTS
Average Account Value

$193,279

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
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Future Wise Financial Planning, LLC

Showing 1 - 1 of 1 top financial advisors.

Cheryl Burgmaier

CRD#: 7053337

4425 Juan Tabo Ne Suite 250, Albuquerque, NM 87111

Cheryl Burgmaier (CRD# 7053337) is an Investment Advisor Representative working at Future Wise Financial Planning, LLC in Albuquerque, NM and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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